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.
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 | $2,215 | $29,051-92.4% | $52,425-95.8% | $67,986-96.7% |
| Participation rate | 1.8% | 30.4%-28.6pp | 55.6%-53.8pp | 57.2%-55.4pp |
| Annual return | 14.51% | 24.00%-9.5pp | 302.12%-287.6pp | 31.67%-17.2pp |
| Employer contribution / active EE | $0 | $412-100.0% | $914-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $21 | $873-97.5% | $1,790-98.8% | $3,358-99.4% |
| Admin fee / account holder | $0 | $2,113-100.0% | $2,495-100.0% | $3,203-100.0% |