Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $5,590 | $106,918-94.8% | $84,021-93.3% | $152,897-96.3% |
| Participation rate | 11.1% | 75.2%-64.1pp | 69.0%-57.9pp | 82.5%-71.3pp |
| Annual return | 0.00% | 105.01%-105.0pp | 71.32%-71.3pp | 345.43%-345.4pp |
| Employer contribution / active EE | $661 | $2,735-75.8% | $1,984-66.7% | $4,764-86.1% |
| Participant deferral / active EE | $841 | $4,012-79.0% | $3,239-74.0% | $5,851-85.6% |
| Admin fee / account holder | $63 | $8,288-99.2% | $6,102-99.0% | $11,599-99.5% |