Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $5,222 | $82,674-93.7% | $125,363-95.8% | $68,495-92.4% |
| Participation rate | 38.6% | 75.0%-36.4pp | 82.4%-43.7pp | 67.9%-29.3pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.15%-572.1pp | -7.84%+7.8pp |
| Employer contribution / active EE | $834 | $3,382-75.4% | $4,815-82.7% | $2,596-67.9% |
| Participant deferral / active EE | $1,667 | $6,111-72.7% | $7,447-77.6% | $4,028-58.6% |
| Admin fee / account holder | $43 | $6,276-99.3% | $10,005-99.6% | $5,403-99.2% |