Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $598 | $29,716-98.0% | $56,077-98.9% | $80,925-99.3% |
| Participation rate | 43.1% | 41.7%+1.4pp | 52.5%-9.4pp | 67.7%-24.6pp |
| Annual return | 16.33% | 35.30%-19.0pp | 1709.28%-1692.9pp | 35.65%-19.3pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,040-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $86 | $1,228-93.0% | $1,954-95.6% | $4,299-98.0% |
| Admin fee / account holder | $0 | $2,432-100.0% | $2,825-100.0% | $6,940-100.0% |