Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $6,413 | $103,038-93.8% | $90,324-92.9% | $152,909-95.8% |
| Participation rate | 64.3% | 75.9%-11.6pp | 73.3%-9.0pp | 82.5%-18.2pp |
| Annual return | 0.00% | 95.25%-95.3pp | 78.15%-78.1pp | 345.46%-345.5pp |
| Employer contribution / active EE | $309 | $3,141-90.2% | $2,856-89.2% | $4,764-93.5% |
| Participant deferral / active EE | $611 | $4,282-85.7% | $3,885-84.3% | $5,851-89.6% |
| Admin fee / account holder | $1 | $6,177-100.0% | $5,356-100.0% | $11,601-100.0% |