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 | $922 | $32,117-97.1% | $71,089-98.7% | $64,173-98.6% |
| Participation rate | 50.0% | 42.7%+7.3pp | 54.6%-4.6pp | 69.6%-19.6pp |
| Annual return | 0.00% | -5.57%+5.6pp | 650.65%-650.6pp | 7.63%-7.6pp |
| Employer contribution / active EE | $193 | $712-72.8% | $1,088-82.2% | $2,381-91.9% |
| Participant deferral / active EE | $315 | $1,263-75.1% | $1,873-83.2% | $3,470-90.9% |
| Admin fee / account holder | $0 | $2,759-100.0% | $3,082-100.0% | $4,887-100.0% |