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 | $5,384 | $114,199-95.3% | $119,237-95.5% | $167,553-96.8% |
| Participation rate | 66.7% | 83.7%-17.1pp | 82.7%-16.0pp | 82.1%-15.4pp |
| Annual return | 0.00% | 29.88%-29.9pp | 30.70%-30.7pp | 478.89%-478.9pp |
| Employer contribution / active EE | $0 | $4,480-100.0% | $4,383-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $3,623 | $6,086-40.5% | $6,112-40.7% | $6,343-42.9% |
| Admin fee / account holder | $122 | $8,939-98.6% | $7,229-98.3% | $12,316-99.0% |