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.
Employer 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 | $2,538 | $61,596-95.9% | - | $134,545-98.1% |
| Participation rate | 37.5% | 67.3%-29.8pp | - | 81.2%-43.7pp |
| Annual return | 0.00% | -10.55%+10.5pp | - | 418.37%-418.4pp |
| Employer contribution / active EE | $0 | $2,755-100.0% | - | $4,742-100.0% |
| Participant deferral / active EE | $941 | $4,151-77.3% | - | $6,401-85.3% |
| Admin fee / account holder | $3 | $4,137-99.9% | - | $11,431-100.0% |