Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $5,829 | $100,895-94.2% | $90,430-93.6% | $158,950-96.3% |
| Participation rate | 30.0% | 75.0%-45.0pp | 72.7%-42.7pp | 82.0%-52.0pp |
| Annual return | 0.00% | 1725.54%-1725.5pp | 1293.73%-1293.7pp | 302.91%-302.9pp |
| Employer contribution / active EE | $70 | $3,689-98.1% | $3,262-97.8% | $4,762-98.5% |
| Participant deferral / active EE | $1,679 | $4,347-61.4% | $3,963-57.6% | $5,983-71.9% |
| Admin fee / account holder | $2 | $6,505-100.0% | $5,613-100.0% | $11,248-100.0% |