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 | $20,476 | $20,4760% | $226,711-91.0% | $50,876-59.8% |
| Participation rate | 22.2% | 5.6%+16.7pp | 48.3%-26.1pp | 15.7%+6.5pp |
| Annual return | -0.17% | -2.25%+2.1pp | -1.71%+1.5pp | -7.14%+7.0pp |
| Employer contribution / active EE | $0 | $9,687-100.0% | $45,357-100.0% | $14,613-100.0% |
| Participant deferral / active EE | $1,031 | $67+1436.2% | $175+491.0% | $60+1614.2% |
| Admin fee / account holder | $160 | $1600% | $7,161-97.8% | $1,191-86.5% |