Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $1,783 | $95,188-98.1% | $76,518-97.7% | $135,380-98.7% |
| Participation rate | 20.0% | 74.4%-54.4pp | 68.0%-48.0pp | 82.6%-62.6pp |
| Annual return | 0.00% | 4.85%-4.9pp | -0.27%+0.3pp | 519.81%-519.8pp |
| Employer contribution / active EE | $187 | $3,303-94.4% | $2,647-93.0% | $4,779-96.1% |
| Participant deferral / active EE | $187 | $4,640-96.0% | $3,836-95.1% | $5,609-96.7% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,849-100.0% | $10,828-100.0% |