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 | $242 | $46,534-99.5% | $64,097-99.6% | $75,177-99.7% |
| Participation rate | 65.6% | 65.9%-0.3pp | 72.3%-6.7pp | 67.2%-1.6pp |
| Annual return | 0.00% | 26.07%-26.1pp | 33.75%-33.7pp | 160.75%-160.8pp |
| Employer contribution / active EE | $0 | $1,976-100.0% | $2,750-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $154 | $2,835-94.6% | $3,881-96.0% | $4,126-96.3% |
| Admin fee / account holder | $0 | $2,957-100.0% | $3,070-100.0% | $5,651-100.0% |