Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $642 | $26,549-97.6% | $61,452-99.0% | $66,938-99.0% |
| Participation rate | 9.5% | 38.1%-28.6pp | 52.6%-43.0pp | 69.8%-60.3pp |
| Annual return | 0.00% | -16.21%+16.2pp | 338.96%-339.0pp | 1.58%-1.6pp |
| Employer contribution / active EE | $0 | $651-100.0% | $1,160-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $61 | $1,338-95.4% | $2,125-97.1% | $4,238-98.6% |
| Admin fee / account holder | $0 | $409-99.9% | $2,131-100.0% | $594-99.9% |