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 | $1,126 | $42,383-97.3% | $76,518-98.5% | $64,173-98.2% |
| Participation rate | 48.1% | 58.1%-10.1pp | 68.0%-19.9pp | 69.6%-21.5pp |
| Annual return | 0.00% | -16.54%+16.5pp | -0.27%+0.3pp | 7.63%-7.6pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $766 | $2,566-70.2% | $3,836-80.0% | $3,470-77.9% |
| Admin fee / account holder | $22 | $3,198-99.3% | $4,849-99.5% | $4,887-99.5% |