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.
Employer 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 | $6,091 | $91,536-93.3% | $130,062-95.3% | $75,177-91.9% |
| Participation rate | 48.1% | 71.5%-23.4pp | 78.5%-30.4pp | 67.2%-19.1pp |
| Annual return | 0.00% | -631.62%+631.6pp | -137.37%+137.4pp | 160.75%-160.8pp |
| Employer contribution / active EE | $657 | $2,845-76.9% | $4,322-84.8% | $2,671-75.4% |
| Participant deferral / active EE | $2,255 | $4,343-48.1% | $5,821-61.3% | $4,126-45.3% |
| Admin fee / account holder | $0 | $6,780-100.0% | $10,601-100.0% | $5,651-100.0% |