Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $1,009 | $71,872-98.6% | $86,691-98.8% | $68,495-98.5% |
| Participation rate | 12.5% | 72.2%-59.7pp | 76.6%-64.1pp | 67.9%-55.4pp |
| Annual return | 0.00% | 3.53%-3.5pp | 35.94%-35.9pp | -7.84%+7.8pp |
| Employer contribution / active EE | $137 | $2,173-93.7% | $2,837-95.2% | $2,596-94.7% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $6,112-100.0% | $7,492-100.0% | $5,403-100.0% |