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 | $1,996 | $118,708-98.3% | $98,920-98.0% | $158,966-98.7% |
| Participation rate | 66.7% | 77.8%-11.2pp | 76.0%-9.4pp | 82.0%-15.3pp |
| Annual return | 0.00% | 372.49%-372.5pp | 196.47%-196.5pp | 302.95%-302.9pp |
| Employer contribution / active EE | $579 | $3,334-82.6% | $2,689-78.5% | $4,762-87.8% |
| Participant deferral / active EE | $965 | $5,089-81.0% | $4,245-77.3% | $5,983-83.9% |
| Admin fee / account holder | $9 | $10,134-99.9% | $6,643-99.9% | $11,250-99.9% |