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 | $1,193 | $93,124-98.7% | $77,100-98.5% | $134,545-99.1% |
| Participation rate | 60.0% | 74.5%-14.5pp | 67.9%-7.9pp | 81.2%-21.2pp |
| Annual return | 0.00% | 62.68%-62.7pp | 42.35%-42.4pp | 418.37%-418.4pp |
| Employer contribution / active EE | $549 | $3,421-83.9% | $2,815-80.5% | $4,742-88.4% |
| Participant deferral / active EE | $612 | $5,242-88.3% | $4,430-86.2% | $6,401-90.4% |
| Admin fee / account holder | $100 | $6,970-98.6% | $5,443-98.2% | $11,431-99.1% |