Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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.
Employer 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 | $3,453 | $103,008-96.6% | $90,304-96.2% | $152,897-97.7% |
| Participation rate | 35.3% | 75.9%-40.6pp | 73.3%-38.0pp | 82.5%-47.2pp |
| Annual return | 0.00% | 95.22%-95.2pp | 78.13%-78.1pp | 345.43%-345.4pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,855-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,352 | $4,281-68.4% | $3,885-65.2% | $5,851-76.9% |
| Admin fee / account holder | $112 | $6,175-98.2% | $5,354-97.9% | $11,599-99.0% |