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 | $2,495 | $142,409-98.2% | $119,634-97.9% | $134,545-98.1% |
| Participation rate | 35.3% | 82.8%-47.5pp | 79.3%-44.0pp | 81.2%-45.9pp |
| Annual return | 0.00% | -12.46%+12.5pp | -14.98%+15.0pp | 418.37%-418.4pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $917 | $6,468-85.8% | $5,601-83.6% | $6,401-85.7% |
| Admin fee / account holder | $6 | $13,594-100.0% | $10,329-99.9% | $11,431-99.9% |