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 | $6,464 | $59,834-89.2% | $79,576-91.9% | $68,495-90.6% |
| Participation rate | 35.1% | 61.1%-26.0pp | 69.5%-34.4pp | 67.9%-32.8pp |
| Annual return | 0.00% | -12.30%+12.3pp | 0.15%-0.1pp | -7.84%+7.8pp |
| Employer contribution / active EE | $233 | $1,505-84.5% | $2,413-90.4% | $2,596-91.0% |
| Participant deferral / active EE | $1,552 | $3,024-48.7% | $3,985-61.1% | $4,028-61.5% |
| Admin fee / account holder | $57 | $4,835-98.8% | $6,834-99.2% | $5,403-99.0% |