Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $3,689 | $92,684-96.0% | $82,706-95.5% | $134,509-97.3% |
| Participation rate | 15.8% | 75.2%-59.4pp | 72.6%-56.8pp | 81.2%-65.4pp |
| Annual return | -20.89% | 945.84%-966.7pp | 701.76%-722.7pp | 418.13%-439.0pp |
| Employer contribution / active EE | $0 | $3,272-100.0% | $3,007-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $153 | $4,800-96.8% | $4,394-96.5% | $6,400-97.6% |
| Admin fee / account holder | $166 | $5,982-97.2% | $5,329-96.9% | $11,427-98.5% |