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.
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 | $1,511 | $75,962-98.0% | $154,108-99.0% | $64,173-97.6% |
| Participation rate | 7.3% | 70.4%-63.1pp | 83.0%-75.7pp | 69.6%-62.3pp |
| Annual return | 0.00% | 30.32%-30.3pp | 735.21%-735.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $156 | $3,175-95.1% | $5,081-96.9% | $3,470-95.5% |
| Admin fee / account holder | $39 | $5,589-99.3% | $13,411-99.7% | $4,887-99.2% |