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 | $2,437 | $75,959-96.8% | $154,114-98.4% | $64,181-96.2% |
| Participation rate | 20.0% | 70.4%-50.4pp | 83.0%-63.0pp | 69.6%-49.6pp |
| Annual return | -6.86% | 30.32%-37.2pp | 735.16%-742.0pp | 7.63%-14.5pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $155 | $3,175-95.1% | $5,081-97.0% | $3,470-95.5% |
| Admin fee / account holder | $53 | $5,589-99.1% | $13,411-99.6% | $4,887-98.9% |