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 | $6,198 | $42,909-85.6% | $60,906-89.8% | $68,486-90.9% |
| Participation rate | 34.0% | 66.8%-32.8pp | 73.1%-39.1pp | 67.9%-33.9pp |
| Annual return | 0.00% | -13.99%+14.0pp | 16.94%-16.9pp | -7.85%+7.9pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,703-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,632 | $2,866-8.2% | $3,814-31.0% | $4,028-34.7% |
| Admin fee / account holder | $0 | $3,104-100.0% | $3,227-100.0% | $5,404-100.0% |