Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $7,570 | $42,910-82.4% | $60,919-87.6% | $68,490-88.9% |
| Participation rate | 31.0% | 66.8%-35.7pp | 73.1%-42.1pp | 67.9%-36.9pp |
| Annual return | -10.19% | -13.99%+3.8pp | 16.96%-27.2pp | -7.85%-2.3pp |
| Employer contribution / active EE | $226 | $1,978-88.6% | $2,704-91.6% | $2,597-91.3% |
| Participant deferral / active EE | $1,139 | $2,866-60.3% | $3,814-70.2% | $4,028-71.7% |
| Admin fee / account holder | $0 | $3,104-100.0% | $3,228-100.0% | $5,403-100.0% |