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 | $483 | $84,696-99.4% | $75,702-99.4% | $167,497-99.7% |
| Participation rate | 16.7% | 77.8%-61.2pp | 74.8%-58.2pp | 82.1%-65.4pp |
| Annual return | 0.00% | 199.42%-199.4pp | 104.56%-104.6pp | 478.62%-478.6pp |
| Employer contribution / active EE | $0 | $3,230-100.0% | $2,743-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $79 | $4,580-98.3% | $3,822-97.9% | $6,341-98.7% |
| Admin fee / account holder | $0 | $5,356-100.0% | $3,619-100.0% | $12,310-100.0% |