Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $740 | $73,546-99.0% | $63,018-98.8% | $147,586-99.5% |
| Participation rate | 14.3% | 77.9%-63.6pp | 74.8%-60.5pp | 82.8%-68.5pp |
| Annual return | 0.00% | 175.56%-175.6pp | 87.62%-87.6pp | 578.59%-578.6pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,761-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $105 | $4,185-97.5% | $3,330-96.9% | $5,439-98.1% |
| Admin fee / account holder | $0 | $5,956-100.0% | $3,601-100.0% | $10,886-100.0% |