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.
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 | $4,506 | $72,177-93.8% | $115,037-96.1% | $59,633-92.4% |
| Participation rate | 47.9% | 72.6%-24.6pp | 81.4%-33.5pp | 68.7%-20.8pp |
| Annual return | 0.00% | 12.02%-12.0pp | 26.14%-26.1pp | 2041.40%-2041.4pp |
| Employer contribution / active EE | $868 | $2,841-69.4% | $4,608-81.2% | $2,203-60.6% |
| Participant deferral / active EE | $1,349 | $4,783-71.8% | $6,026-77.6% | $3,192-57.7% |
| Admin fee / account holder | $7 | $4,927-99.9% | $8,175-99.9% | $4,297-99.8% |