Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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.
Employer 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 | $8,797 | $155,833-94.4% | $124,693-92.9% | $167,536-94.7% |
| Participation rate | 50.0% | 81.1%-31.1pp | 74.6%-24.6pp | 82.1%-32.1pp |
| Annual return | 0.00% | 17.98%-18.0pp | 5144.19%-5144.2pp | 478.82%-478.8pp |
| Employer contribution / active EE | $618 | $4,164-85.2% | $3,324-81.4% | $4,839-87.2% |
| Participant deferral / active EE | $1,591 | $5,675-72.0% | $4,615-65.5% | $6,342-74.9% |
| Admin fee / account holder | $8 | $9,534-99.9% | $7,494-99.9% | $12,315-99.9% |