Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $241 | $114,712-99.8% | $173,730-99.9% | $87,485-99.7% |
| Participation rate | 64.0% | 73.0%-9.0pp | 79.6%-15.6pp | 68.9%-4.9pp |
| Annual return | 0.00% | 20.18%-20.2pp | 19.96%-20.0pp | 26.06%-26.1pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $4,577-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $153 | $4,642-96.7% | $6,326-97.6% | $4,274-96.4% |
| Admin fee / account holder | $0 | $10,210-100.0% | $17,523-100.0% | $7,775-100.0% |