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 | $1,744 | $91,179-98.1% | $178,499-99.0% | $79,852-97.8% |
| Participation rate | 56.9% | 69.2%-12.3pp | 81.9%-25.1pp | 69.6%-12.8pp |
| Annual return | 0.00% | 24.19%-24.2pp | 151.10%-151.1pp | 31.72%-31.7pp |
| Employer contribution / active EE | $419 | $3,256-87.1% | $5,011-91.6% | $2,471-83.0% |
| Participant deferral / active EE | $553 | $3,236-82.9% | $5,202-89.4% | $3,740-85.2% |
| Admin fee / account holder | $0 | $6,749-100.0% | $13,986-100.0% | $5,306-100.0% |