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 | $6,254 | $62,928-90.1% | $172,753-96.4% | $67,582-90.7% |
| Participation rate | 14.4% | 64.5%-50.1pp | 82.6%-68.3pp | 71.3%-56.9pp |
| Annual return | 0.00% | 30.36%-30.4pp | 803.00%-803.0pp | 378.57%-378.6pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $5,144-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $244 | $2,145-88.6% | $5,198-95.3% | $3,539-93.1% |
| Admin fee / account holder | $192 | $167+15.4% | $13,956-98.6% | $142+35.1% |