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 | $4,887 | $67,372-92.7% | $60,906-92.0% | $134,532-96.4% |
| Participation rate | 19.0% | 76.2%-57.1pp | 73.1%-54.1pp | 81.2%-62.2pp |
| Annual return | -19.83% | 50.05%-69.9pp | 16.94%-36.8pp | 418.27%-438.1pp |
| Employer contribution / active EE | $0 | $3,099-100.0% | $2,703-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $430 | $4,532-90.5% | $3,814-88.7% | $6,401-93.3% |
| Admin fee / account holder | $89 | $4,588-98.1% | $3,227-97.2% | $11,429-99.2% |