Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,424 | $87,621-97.2% | $86,460-97.2% | $77,906-96.9% |
| Participation rate | 5.5% | 85.8%-80.2pp | 80.3%-74.8pp | 73.7%-68.1pp |
| Annual return | 0.00% | -13.90%+13.9pp | 4399.82%-4399.8pp | 12.16%-12.2pp |
| Employer contribution / active EE | $0 | $3,474-100.0% | $3,771-100.0% | $2,846-100.0% |
| Participant deferral / active EE | $137 | $8,645-98.4% | $6,954-98.0% | $4,805-97.1% |
| Admin fee / account holder | $0 | $85-100.0% | $6,727-100.0% | $133-100.0% |