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.
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 | $401 | $90,617-99.6% | $79,476-99.5% | $135,382-99.7% |
| Participation rate | 38.5% | 76.1%-37.6pp | 73.3%-34.9pp | 82.6%-44.2pp |
| Annual return | 0.00% | 977.57%-977.6pp | 718.21%-718.2pp | 519.77%-519.8pp |
| Employer contribution / active EE | $147 | $3,068-95.2% | $2,800-94.7% | $4,779-96.9% |
| Participant deferral / active EE | $147 | $4,050-96.4% | $3,704-96.0% | $5,609-97.4% |
| Admin fee / account holder | $1 | $5,907-100.0% | $5,113-100.0% | $10,829-100.0% |