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.
Participant 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 | $2,458 | $103,008-97.6% | $90,304-97.3% | $152,897-98.4% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.5%-32.5pp |
| Annual return | 0.00% | 95.22%-95.2pp | 78.13%-78.1pp | 345.43%-345.4pp |
| Employer contribution / active EE | $549 | $3,139-82.5% | $2,855-80.8% | $4,764-88.5% |
| Participant deferral / active EE | $650 | $4,281-84.8% | $3,885-83.3% | $5,851-88.9% |
| Admin fee / account holder | $3 | $6,175-100.0% | $5,354-99.9% | $11,599-100.0% |