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.
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 | $2,420 | $99,994-97.6% | $146,643-98.3% | $85,847-97.2% |
| Participation rate | 3.7% | 73.1%-69.4pp | 80.1%-76.4pp | 69.3%-65.6pp |
| Annual return | 0.00% | 18.93%-18.9pp | 22.75%-22.7pp | 318.61%-318.6pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,137-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $89 | $4,006-97.8% | $5,506-98.4% | $3,952-97.8% |
| Admin fee / account holder | $1 | $7,703-100.0% | $10,280-100.0% | $6,261-100.0% |