Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $5,449 | $165,399-96.7% | $149,745-96.4% | $158,982-96.6% |
| Participation rate | 60.9% | 84.6%-23.7pp | 82.5%-21.6pp | 82.0%-21.1pp |
| Annual return | 0.00% | 348.34%-348.3pp | 276.72%-276.7pp | 302.99%-303.0pp |
| Employer contribution / active EE | $1,257 | $5,105-75.4% | $4,646-72.9% | $4,763-73.6% |
| Participant deferral / active EE | $2,245 | $7,183-68.7% | $6,843-67.2% | $5,983-62.5% |
| Admin fee / account holder | $30 | $10,811-99.7% | $9,312-99.7% | $11,252-99.7% |