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 | $46,697-99.6% | $117,533-99.8% | $68,486-99.7% |
| Participation rate | 58.6% | 56.8%+1.8pp | 70.6%-12.0pp | 67.9%-9.3pp |
| Annual return | 0.00% | -14.52%+14.5pp | 29.77%-29.8pp | -7.85%+7.9pp |
| Employer contribution / active EE | $0 | $1,506-100.0% | $4,179-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $119 | $2,637-95.5% | $4,072-97.1% | $4,028-97.1% |
| Admin fee / account holder | $0 | $4,023-100.0% | $5,647-100.0% | $5,404-100.0% |