Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $4,454 | $75,962-94.1% | $154,108-97.1% | $64,173-93.1% |
| Participation rate | 4.4% | 70.4%-66.0pp | 83.0%-78.6pp | 69.6%-65.1pp |
| Annual return | -5.25% | 30.32%-35.6pp | 735.21%-740.5pp | 7.63%-12.9pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $32 | $3,175-99.0% | $5,081-99.4% | $3,470-99.1% |
| Admin fee / account holder | $67 | $5,589-98.8% | $13,411-99.5% | $4,887-98.6% |