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 | $1,430 | $58,888-97.6% | $178,499-99.2% | $73,493-98.1% |
| Participation rate | 33.3% | 66.2%-32.9pp | 81.9%-48.6pp | 70.7%-37.3pp |
| Annual return | 0.00% | 24.86%-24.9pp | 151.10%-151.1pp | 28.51%-28.5pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $392 | $2,568-84.7% | $5,202-92.5% | $3,740-89.5% |
| Admin fee / account holder | $41 | $400-89.7% | $13,986-99.7% | $513-92.0% |