Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $771 | $48,364-98.4% | $71,796-98.9% | $62,881-98.8% |
| Participation rate | 64.8% | 60.6%+4.2pp | 69.1%-4.3pp | 69.3%-4.5pp |
| Annual return | 0.00% | 13.16%-13.2pp | 78.04%-78.0pp | 20.14%-20.1pp |
| Employer contribution / active EE | $203 | $1,042-80.5% | $1,924-89.4% | $2,281-91.1% |
| Participant deferral / active EE | $407 | $2,091-80.6% | $2,794-85.4% | $3,203-87.3% |
| Admin fee / account holder | $2 | $3,771-100.0% | $4,815-100.0% | $4,296-100.0% |