Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $9,006 | $73,848-87.8% | $143,799-93.7% | $68,486-86.9% |
| Participation rate | 48.4% | 66.7%-18.3pp | 80.3%-31.9pp | 67.9%-19.5pp |
| Annual return | -15.70% | 0.91%-16.6pp | -0.04%-15.7pp | -7.85%-7.8pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,124 | $3,385-37.2% | $5,638-62.3% | $4,028-47.3% |
| Admin fee / account holder | $211 | $5,755-96.3% | $14,677-98.6% | $5,404-96.1% |