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 | $1,298 | $92,766-98.6% | $82,763-98.4% | $134,545-99.0% |
| Participation rate | 57.1% | 75.2%-18.1pp | 72.6%-15.4pp | 81.2%-24.1pp |
| Annual return | 0.00% | 946.97%-947.0pp | 702.45%-702.4pp | 418.37%-418.4pp |
| Employer contribution / active EE | $385 | $3,273-88.2% | $3,008-87.2% | $4,742-91.9% |
| Participant deferral / active EE | $385 | $4,802-92.0% | $4,395-91.2% | $6,401-94.0% |
| Admin fee / account holder | $1 | $5,978-100.0% | $5,325-100.0% | $11,431-100.0% |