Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $20,526 | $99,652-79.4% | $78,778-73.9% | $147,586-86.1% |
| Participation rate | 35.3% | 76.2%-40.9pp | 69.2%-33.9pp | 82.8%-47.5pp |
| Annual return | 0.00% | 47.28%-47.3pp | 35.62%-35.6pp | 578.59%-578.6pp |
| Employer contribution / active EE | $337 | $2,796-87.9% | $1,986-83.0% | $4,876-93.1% |
| Participant deferral / active EE | $501 | $3,664-86.3% | $2,958-83.1% | $5,439-90.8% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,886-100.0% |