Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $394 | $47,848-99.2% | $81,473-99.5% | $70,126-99.4% |
| Participation rate | 40.4% | 58.3%-17.8pp | 68.0%-27.5pp | 69.5%-29.1pp |
| Annual return | 0.00% | 27.25%-27.2pp | 38.78%-38.8pp | 73.15%-73.1pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $211 | $2,453-91.4% | $3,537-94.0% | $3,332-93.7% |
| Admin fee / account holder | $17 | $3,145-99.5% | $4,561-99.6% | $4,645-99.6% |