Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $3,246 | $39,798-91.8% | $67,704-95.2% | $59,633-94.6% |
| Participation rate | 10.5% | 57.4%-46.8pp | 67.5%-57.0pp | 68.7%-58.1pp |
| Annual return | 0.00% | 89.94%-89.9pp | 25.41%-25.4pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $159 | $1,393-88.6% | $2,559-93.8% | $2,203-92.8% |
| Participant deferral / active EE | $241 | $2,335-89.7% | $3,585-93.3% | $3,192-92.4% |
| Admin fee / account holder | $10 | $3,212-99.7% | $4,255-99.8% | $4,297-99.8% |