Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $3,962 | $39,028-89.8% | $80,741-95.1% | $85,847-95.4% |
| Participation rate | 14.3% | 41.6%-27.3pp | 54.2%-39.9pp | 69.3%-55.0pp |
| Annual return | 0.00% | 26.31%-26.3pp | 87.30%-87.3pp | 318.61%-318.6pp |
| Employer contribution / active EE | $56 | $722-92.2% | $1,160-95.2% | $2,565-97.8% |
| Participant deferral / active EE | $642 | $1,326-51.6% | $2,145-70.1% | $3,952-83.8% |
| Admin fee / account holder | $1 | $2,429-100.0% | $3,380-100.0% | $6,261-100.0% |