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 | $389 | $77,908-99.5% | $149,696-99.7% | $75,173-99.5% |
| Participation rate | 53.7% | 65.6%-11.9pp | 78.8%-25.1pp | 67.2%-13.5pp |
| Annual return | 21.38% | 31.73%-10.4pp | 134.46%-113.1pp | 160.72%-139.3pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $66 | $3,411-98.1% | $5,682-98.8% | $4,126-98.4% |
| Admin fee / account holder | $1 | $5,950-100.0% | $13,212-100.0% | $5,651-100.0% |