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 | $521 | $63,703-99.2% | $93,063-99.4% | $82,448-99.4% |
| Participation rate | 37.1% | 63.8%-26.7pp | 72.1%-35.0pp | 68.1%-30.9pp |
| Annual return | 133.73% | -775.43%+909.2pp | 34.15%+99.6pp | 41.64%+92.1pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,476-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $205 | $2,919-93.0% | $3,958-94.8% | $4,139-95.0% |
| Admin fee / account holder | $6 | $5,982-99.9% | $6,033-99.9% | $7,234-99.9% |