Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $3,667 | $117,433-96.9% | $99,475-96.3% | $152,897-97.6% |
| Participation rate | 43.8% | 77.5%-33.8pp | 73.8%-30.1pp | 82.5%-38.7pp |
| Annual return | 0.00% | 31.87%-31.9pp | 30.72%-30.7pp | 345.43%-345.4pp |
| Employer contribution / active EE | $0 | $3,013-100.0% | $2,540-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,538 | $4,086-62.4% | $3,619-57.5% | $5,851-73.7% |
| Admin fee / account holder | $14 | $7,634-99.8% | $6,252-99.8% | $11,599-99.9% |