Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $556 | $32,117-98.3% | $71,089-99.2% | $64,173-99.1% |
| Participation rate | 14.0% | 42.7%-28.7pp | 54.6%-40.7pp | 69.6%-55.6pp |
| Annual return | 0.00% | -5.57%+5.6pp | 650.65%-650.6pp | 7.63%-7.6pp |
| Employer contribution / active EE | $0 | $712-100.0% | $1,088-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $78 | $1,263-93.8% | $1,873-95.8% | $3,470-97.7% |
| Admin fee / account holder | $0 | $2,759-100.0% | $3,082-100.0% | $4,887-100.0% |