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 | $367 | $77,419-99.5% | $69,461-99.5% | $152,885-99.8% |
| Participation rate | 15.4% | 78.1%-62.7pp | 74.6%-59.2pp | 82.5%-67.1pp |
| Annual return | 0.00% | 39.07%-39.1pp | 28.97%-29.0pp | 345.39%-345.4pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $54 | $4,414-98.8% | $3,536-98.5% | $5,851-99.1% |
| Admin fee / account holder | $0 | $6,207-100.0% | $3,840-100.0% | $11,598-100.0% |