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.
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 | $2,221 | $176,688-98.7% | $130,660-98.3% | $152,897-98.5% |
| Participation rate | 63.6% | 79.0%-15.3pp | 71.7%-8.1pp | 82.5%-18.8pp |
| Annual return | 0.00% | 2693.08%-2693.1pp | 1709.29%-1709.3pp | 345.43%-345.4pp |
| Employer contribution / active EE | $0 | $5,743-100.0% | $4,092-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,522 | $4,362-65.1% | $3,603-57.8% | $5,851-74.0% |
| Admin fee / account holder | $24 | $7,131-99.7% | $5,463-99.6% | $11,599-99.8% |