Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $3,779 | $67,372-94.4% | $60,906-93.8% | $134,532-97.2% |
| Participation rate | 14.3% | 76.2%-61.9pp | 73.1%-58.8pp | 81.2%-66.9pp |
| Annual return | 0.00% | 50.05%-50.0pp | 16.94%-16.9pp | 418.27%-418.3pp |
| Employer contribution / active EE | $0 | $3,099-100.0% | $2,703-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $536 | $4,532-88.2% | $3,814-86.0% | $6,401-91.6% |
| Admin fee / account holder | $3 | $4,588-99.9% | $3,227-99.9% | $11,429-100.0% |