Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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.
Participant 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 | $1,177 | $83,485-98.6% | $125,180-99.1% | $72,983-98.4% |
| Participation rate | 11.1% | 73.3%-62.2pp | 79.8%-68.7pp | 69.5%-58.4pp |
| Annual return | 0.00% | 25.78%-25.8pp | 43.79%-43.8pp | 81.01%-81.0pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,866-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $148 | $3,586-95.9% | $4,937-97.0% | $3,608-95.9% |
| Admin fee / account holder | $226 | $5,518-95.9% | $9,703-97.7% | $5,124-95.6% |