Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $3,952 | $81,494-95.2% | $133,978-97.0% | $73,497-94.6% |
| Participation rate | 12.6% | 76.4%-63.8pp | 79.8%-67.2pp | 70.7%-58.1pp |
| Annual return | 0.00% | 19.40%-19.4pp | 45.10%-45.1pp | 28.51%-28.5pp |
| Employer contribution / active EE | $0 | $2,210-100.0% | $3,919-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $488 | $3,787-87.1% | $5,047-90.3% | $3,740-87.0% |
| Admin fee / account holder | $2 | $713-99.7% | $8,930-100.0% | $513-99.5% |