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 | $401 | $27,924-98.6% | $58,534-99.3% | $75,173-99.5% |
| Participation rate | 51.7% | 38.8%+12.9pp | 50.9%+0.9pp | 67.2%-15.5pp |
| Annual return | 0.00% | 44.20%-44.2pp | 4248.32%-4248.3pp | 160.65%-160.7pp |
| Employer contribution / active EE | $81 | $669-87.9% | $1,054-92.3% | $2,670-97.0% |
| Participant deferral / active EE | $122 | $1,202-89.9% | $1,924-93.7% | $4,126-97.1% |
| Admin fee / account holder | $2 | $1,726-99.9% | $2,519-99.9% | $5,651-100.0% |