Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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.
Employer 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 | $13,550 | $70,587-80.8% | $124,693-89.1% | $85,847-84.2% |
| Participation rate | 20.7% | 64.4%-43.7pp | 74.6%-53.9pp | 69.3%-48.6pp |
| Annual return | 0.00% | 20688.83%-20688.8pp | 5144.19%-5144.2pp | 318.61%-318.6pp |
| Employer contribution / active EE | $89 | $1,913-95.3% | $3,324-97.3% | $2,565-96.5% |
| Participant deferral / active EE | $2,714 | $2,969-8.6% | $4,615-41.2% | $3,952-31.3% |
| Admin fee / account holder | $0 | $5,282-100.0% | $7,494-100.0% | $6,261-100.0% |