Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,986 | $95,915-91.7% | $79,580-90.0% | $134,532-94.1% |
| Participation rate | 69.2% | 75.0%-5.8pp | 69.5%-0.3pp | 81.2%-12.0pp |
| Annual return | -14.90% | -2.71%-12.2pp | 0.15%-15.1pp | 418.27%-433.2pp |
| Employer contribution / active EE | $593 | $3,129-81.0% | $2,413-75.4% | $4,741-87.5% |
| Participant deferral / active EE | $1,028 | $4,693-78.1% | $3,985-74.2% | $6,401-83.9% |
| Admin fee / account holder | $32 | $9,132-99.6% | $6,835-99.5% | $11,429-99.7% |