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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,513 | $84,499-93.5% | $125,391-95.6% | $66,949-91.8% |
| Participation rate | 47.1% | 76.4%-29.3pp | 82.4%-35.3pp | 69.8%-22.7pp |
| Annual return | 0.00% | -8.49%+8.5pp | 572.41%-572.4pp | 1.57%-1.6pp |
| Employer contribution / active EE | $1,173 | $3,554-67.0% | $4,816-75.6% | $2,545-53.9% |
| Participant deferral / active EE | $1,809 | $6,785-73.3% | $7,448-75.7% | $4,239-57.3% |
| Admin fee / account holder | $5 | $685-99.2% | $10,009-99.9% | $594-99.1% |