Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $1,640 | $27,632-94.1% | $61,399-97.3% | $68,495-97.6% |
| Participation rate | 58.5% | 39.5%+19.0pp | 52.6%+5.9pp | 67.9%-9.4pp |
| Annual return | 0.00% | -13.24%+13.2pp | 338.81%-338.8pp | -7.84%+7.8pp |
| Employer contribution / active EE | $0 | $696-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $828 | $1,264-34.5% | $2,124-61.0% | $4,028-79.5% |
| Admin fee / account holder | $240 | $2,010-88.1% | $2,131-88.7% | $5,403-95.6% |