Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $7,079 | $45,438-84.4% | $80,004-91.2% | $59,633-88.1% |
| Participation rate | 5.1% | 63.7%-58.6pp | 73.0%-67.9pp | 68.7%-63.5pp |
| Annual return | -1.24% | 5.10%-6.3pp | 7.63%-8.9pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $0 | $1,236-100.0% | $2,473-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $174 | $2,231-92.2% | $3,204-94.6% | $3,192-94.5% |
| Admin fee / account holder | $0 | $3,464-100.0% | $5,033-100.0% | $4,297-100.0% |