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 | $8,850 | $62,592-85.9% | $85,693-89.7% | $85,856-89.7% |
| Participation rate | 25.0% | 61.1%-36.1pp | 69.9%-44.9pp | 69.3%-44.3pp |
| Annual return | 0.00% | 23.77%-23.8pp | 21.49%-21.5pp | 318.58%-318.6pp |
| Employer contribution / active EE | $373 | $1,755-78.7% | $2,618-85.7% | $2,565-85.4% |
| Participant deferral / active EE | $605 | $2,802-78.4% | $3,923-84.6% | $3,952-84.7% |
| Admin fee / account holder | $267 | $4,643-94.2% | $6,874-96.1% | $6,261-95.7% |