Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $986 | $75,832-98.7% | $147,617-99.3% | $59,633-98.3% |
| Participation rate | 17.9% | 71.6%-53.6pp | 84.6%-66.7pp | 68.7%-50.7pp |
| Annual return | 0.00% | 0.37%-0.4pp | 61.98%-62.0pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $259 | $3,131-91.7% | $4,895-94.7% | $3,192-91.9% |
| Admin fee / account holder | $0 | $5,986-100.0% | $11,612-100.0% | $4,297-100.0% |