Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $12,637 | $42,548-70.3% | $74,552-83.0% | $56,287-77.5% |
| Participation rate | 48.7% | 60.5%-11.8pp | 69.1%-20.4pp | 69.9%-21.2pp |
| Annual return | 0.00% | 12.40%-12.4pp | 32.53%-32.5pp | -9.96%+10.0pp |
| Employer contribution / active EE | $417 | $855-51.3% | $1,961-78.8% | $2,111-80.3% |
| Participant deferral / active EE | $692 | $2,277-69.6% | $3,108-77.7% | $3,350-79.4% |
| Admin fee / account holder | $73 | $467-84.4% | $5,060-98.6% | $521-86.0% |