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 | $1,429 | $34,316-95.8% | $74,722-98.1% | $72,975-98.0% |
| Participation rate | 28.1% | 42.4%-14.3pp | 54.5%-26.4pp | 69.5%-41.4pp |
| Annual return | 0.00% | 26.58%-26.6pp | 753.11%-753.1pp | 81.01%-81.0pp |
| Employer contribution / active EE | $114 | $692-83.5% | $1,084-89.5% | $2,440-95.3% |
| Participant deferral / active EE | $300 | $1,272-76.4% | $1,963-84.7% | $3,608-91.7% |
| Admin fee / account holder | $10 | $2,125-99.5% | $3,335-99.7% | $5,124-99.8% |