Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $7,312 | $73,988-90.1% | $96,538-92.4% | $75,177-90.3% |
| Participation rate | 45.5% | 66.4%-21.0pp | 74.3%-28.9pp | 67.2%-21.8pp |
| Annual return | 0.00% | 26.73%-26.7pp | 35.74%-35.7pp | 160.75%-160.8pp |
| Employer contribution / active EE | $705 | $2,930-76.0% | $3,740-81.2% | $2,671-73.6% |
| Participant deferral / active EE | $2,321 | $3,660-36.6% | $4,880-52.4% | $4,126-43.8% |
| Admin fee / account holder | $12 | $5,220-99.8% | $6,737-99.8% | $5,651-99.8% |