Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $1,971 | $65,423-97.0% | $98,477-98.0% | $85,856-97.7% |
| Participation rate | 33.3% | 65.0%-31.7pp | 73.3%-40.0pp | 69.3%-36.0pp |
| Annual return | 0.00% | 21.76%-21.8pp | 1493.59%-1493.6pp | 318.58%-318.6pp |
| Employer contribution / active EE | $407 | $2,168-81.2% | $2,961-86.3% | $2,565-84.1% |
| Participant deferral / active EE | $525 | $3,167-83.4% | $4,276-87.7% | $3,952-86.7% |
| Admin fee / account holder | $5 | $4,594-99.9% | $5,951-99.9% | $6,261-99.9% |