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 | $681 | $96,524-99.3% | $75,900-99.1% | $152,909-99.6% |
| Participation rate | 40.0% | 76.2%-36.2pp | 69.3%-29.3pp | 82.5%-42.5pp |
| Annual return | 0.00% | 33.93%-33.9pp | 30.73%-30.7pp | 345.46%-345.5pp |
| Employer contribution / active EE | $0 | $3,311-100.0% | $2,501-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $262 | $4,554-94.2% | $3,604-92.7% | $5,851-95.5% |
| Admin fee / account holder | $5 | $8,082-99.9% | $5,421-99.9% | $11,601-100.0% |