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 | $8,520 | $50,898-83.3% | $171,082-95.0% | $55,167-84.6% |
| Participation rate | 55.4% | 63.3%-7.9pp | 76.7%-21.3pp | 69.0%-13.6pp |
| Annual return | 0.00% | 15.34%-15.3pp | 32.56%-32.6pp | 169.23%-169.2pp |
| Employer contribution / active EE | $606 | $1,433-57.7% | $4,002-84.9% | $1,963-69.1% |
| Participant deferral / active EE | $909 | $2,994-69.6% | $4,797-81.1% | $3,054-70.2% |
| Admin fee / account holder | $31 | $500-93.9% | $8,520-99.6% | $504-93.9% |