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.
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 | $7,597 | $46,332-83.6% | $143,799-94.7% | $64,819-88.3% |
| Participation rate | 3.2% | 64.2%-61.0pp | 80.3%-77.1pp | 71.5%-68.2pp |
| Annual return | 0.00% | -10.05%+10.1pp | -0.04%0pp | 32.84%-32.8pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,952-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $85 | $2,647-96.8% | $5,638-98.5% | $4,311-98.0% |
| Admin fee / account holder | $39 | $154-74.8% | $14,677-99.7% | $188-79.3% |