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 | $920 | $114,073-99.2% | $96,161-99.0% | $167,518-99.5% |
| Participation rate | 0.0% | 75.1%-75.1pp | 68.4%-68.4pp | 82.1%-82.1pp |
| Annual return | 0.00% | 189.95%-189.9pp | 192.01%-192.0pp | 478.71%-478.7pp |
| Employer contribution / active EE | $462 | $3,428-86.5% | $2,798-83.5% | $4,838-90.5% |
| Participant deferral / active EE | $462 | $5,195-91.1% | $4,349-89.4% | $6,342-92.7% |
| Admin fee / account holder | $3 | $6,899-100.0% | $5,538-99.9% | $12,312-100.0% |