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 | $206 | $46,689-99.6% | $117,498-99.8% | $68,495-99.7% |
| Participation rate | 58.6% | 56.8%+1.8pp | 70.6%-12.0pp | 67.9%-9.3pp |
| Annual return | 0.00% | -14.52%+14.5pp | 29.75%-29.8pp | -7.84%+7.8pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $4,178-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $119 | $2,637-95.5% | $4,071-97.1% | $4,028-97.1% |
| Admin fee / account holder | $0 | $4,021-100.0% | $5,646-100.0% | $5,403-100.0% |