Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $851 | $77,449-98.9% | $69,483-98.8% | $152,909-99.4% |
| Participation rate | 9.5% | 78.1%-68.6pp | 74.6%-65.1pp | 82.5%-72.9pp |
| Annual return | 0.00% | 39.09%-39.1pp | 28.99%-29.0pp | 345.46%-345.5pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,780-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $77 | $4,415-98.2% | $3,537-97.8% | $5,851-98.7% |
| Admin fee / account holder | $2 | $6,210-100.0% | $3,841-100.0% | $11,601-100.0% |