Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $3,455 | $99,647-96.5% | $86,439-96.0% | $134,509-97.4% |
| Participation rate | 60.0% | 82.1%-22.1pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | 0.00% | 6784.13%-6784.1pp | 4395.55%-4395.5pp | 418.13%-418.1pp |
| Employer contribution / active EE | $973 | $4,401-77.9% | $3,769-74.2% | $4,741-79.5% |
| Participant deferral / active EE | $1,158 | $7,246-84.0% | $6,952-83.3% | $6,400-81.9% |
| Admin fee / account holder | $3 | $8,373-100.0% | $6,732-100.0% | $11,427-100.0% |