Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $633 | $100,841-99.4% | - | $167,518-99.6% |
| Participation rate | 57.1% | 69.9%-12.8pp | - | 82.1%-25.0pp |
| Annual return | 0.00% | 15.60%-15.6pp | - | 478.71%-478.7pp |
| Employer contribution / active EE | $86 | $3,097-97.2% | - | $4,838-98.2% |
| Participant deferral / active EE | $276 | $4,641-94.0% | - | $6,342-95.6% |
| Admin fee / account holder | $0 | $3,188-100.0% | - | $12,312-100.0% |