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.
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 | $4,573 | $97,732-95.3% | $83,831-94.5% | $135,380-96.6% |
| Participation rate | 33.3% | 80.0%-46.6pp | 76.1%-42.8pp | 82.6%-49.3pp |
| Annual return | 0.00% | 1287.56%-1287.6pp | 850.99%-851.0pp | 519.81%-519.8pp |
| Employer contribution / active EE | $206 | $4,222-95.1% | $3,631-94.3% | $4,779-95.7% |
| Participant deferral / active EE | $1,460 | $4,683-68.8% | $4,082-64.2% | $5,609-74.0% |
| Admin fee / account holder | $7 | $6,675-99.9% | $5,479-99.9% | $10,828-99.9% |