Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $2,806 | $103,008-97.3% | $90,304-96.9% | $152,897-98.2% |
| Participation rate | 26.7% | 75.9%-49.2pp | 73.3%-46.6pp | 82.5%-55.8pp |
| Annual return | 0.00% | 95.22%-95.2pp | 78.13%-78.1pp | 345.43%-345.4pp |
| Employer contribution / active EE | $167 | $3,139-94.7% | $2,855-94.1% | $4,764-96.5% |
| Participant deferral / active EE | $556 | $4,281-87.0% | $3,885-85.7% | $5,851-90.5% |
| Admin fee / account holder | $4 | $6,175-99.9% | $5,354-99.9% | $11,599-100.0% |