Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $10,224 | $181,062-94.4% | $158,223-93.5% | $155,188-93.4% |
| Participation rate | 41.7% | 82.7%-41.0pp | 79.2%-37.5pp | 80.8%-39.1pp |
| Annual return | 0.00% | 57.39%-57.4pp | 52.09%-52.1pp | 148.84%-148.8pp |
| Employer contribution / active EE | $837 | $4,565-81.7% | $4,109-79.6% | $4,248-80.3% |
| Participant deferral / active EE | $4,213 | $6,134-31.3% | $5,467-22.9% | $6,531-35.5% |
| Admin fee / account holder | $45 | $18,825-99.8% | $16,047-99.7% | $14,480-99.7% |