Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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.
Employer 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 | $3,153 | $152,591-97.9% | $117,529-97.3% | $134,545-97.7% |
| Participation rate | 31.3% | 77.1%-45.9pp | 70.6%-39.4pp | 81.2%-50.0pp |
| Annual return | 0.00% | 53.04%-53.0pp | 29.77%-29.8pp | 418.37%-418.4pp |
| Employer contribution / active EE | $121 | $5,576-97.8% | $4,179-97.1% | $4,742-97.5% |
| Participant deferral / active EE | $878 | $4,821-81.8% | $4,072-78.4% | $6,401-86.3% |
| Admin fee / account holder | $7 | $7,004-99.9% | $5,645-99.9% | $11,431-99.9% |