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 | $2,739 | $133,998-98.0% | $112,263-97.6% | $134,545-98.0% |
| Participation rate | 21.7% | 78.6%-56.8pp | 75.1%-53.3pp | 81.2%-59.5pp |
| Annual return | 0.00% | 47.17%-47.2pp | 27.49%-27.5pp | 418.37%-418.4pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $729 | $5,292-86.2% | $4,729-84.6% | $6,401-88.6% |
| Admin fee / account holder | $53 | $7,493-99.3% | $6,410-99.2% | $11,431-99.5% |