Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $1,460 | $46,689-96.9% | $117,498-98.8% | $68,495-97.9% |
| Participation rate | 47.1% | 56.8%-9.7pp | 70.6%-23.5pp | 67.9%-20.8pp |
| Annual return | 0.00% | -14.52%+14.5pp | 29.75%-29.8pp | -7.84%+7.8pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $4,178-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,057 | $2,637-59.9% | $4,071-74.0% | $4,028-73.8% |
| Admin fee / account holder | $239 | $4,021-94.1% | $5,646-95.8% | $5,403-95.6% |