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 | $3,202 | $92,684-96.5% | $82,706-96.1% | $134,509-97.6% |
| Participation rate | 33.3% | 75.2%-41.9pp | 72.6%-39.2pp | 81.2%-47.9pp |
| Annual return | -12.60% | 945.84%-958.4pp | 701.76%-714.4pp | 418.13%-430.7pp |
| Employer contribution / active EE | $481 | $3,272-85.3% | $3,007-84.0% | $4,741-89.9% |
| Participant deferral / active EE | $354 | $4,800-92.6% | $4,394-91.9% | $6,400-94.5% |
| Admin fee / account holder | $32 | $5,982-99.5% | $5,329-99.4% | $11,427-99.7% |