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 | $3,489 | $134,001-97.4% | $112,258-96.9% | $134,509-97.4% |
| Participation rate | 15.0% | 78.6%-63.6pp | 75.1%-60.1pp | 81.2%-66.2pp |
| Annual return | 0.00% | 47.15%-47.2pp | 27.47%-27.5pp | 418.13%-418.1pp |
| Employer contribution / active EE | $0 | $4,039-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $524 | $5,291-90.1% | $4,728-88.9% | $6,400-91.8% |
| Admin fee / account holder | $10 | $7,491-99.9% | $6,411-99.8% | $11,427-99.9% |