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 | $11,878 | $65,364-81.8% | $92,909-87.2% | $72,975-83.7% |
| Participation rate | 26.7% | 68.3%-41.6pp | 76.0%-49.3pp | 69.5%-42.8pp |
| Annual return | 0.00% | 42.11%-42.1pp | 109.44%-109.4pp | 81.01%-81.0pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $501 | $3,128-84.0% | $4,238-88.2% | $3,608-86.1% |
| Admin fee / account holder | $10 | $4,251-99.8% | $5,795-99.8% | $5,124-99.8% |