Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $855 | $27,632-96.9% | $61,452-98.6% | $68,486-98.8% |
| Participation rate | 48.0% | 39.5%+8.5pp | 52.6%-4.6pp | 67.9%-19.9pp |
| Annual return | 0.00% | -13.24%+13.2pp | 338.96%-339.0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $0 | $696-100.0% | $1,160-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $479 | $1,264-62.1% | $2,125-77.5% | $4,028-88.1% |
| Admin fee / account holder | $3 | $2,010-99.9% | $2,131-99.9% | $5,404-99.9% |