Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $14,805 | $92,219-83.9% | $76,767-80.7% | $135,380-89.1% |
| Participation rate | 54.5% | 79.8%-25.2pp | 77.0%-22.4pp | 82.6%-28.1pp |
| Annual return | -2.30% | 5.46%-7.8pp | 2.43%-4.7pp | 519.81%-522.1pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,233 | $4,508-50.5% | $3,852-42.0% | $5,609-60.2% |
| Admin fee / account holder | $218 | $10,749-98.0% | $6,675-96.7% | $10,828-98.0% |