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 | $672 | $45,119-98.5% | $85,126-99.2% | $74,429-99.1% |
| Participation rate | 7.3% | 49.4%-42.1pp | 67.5%-60.2pp | 67.2%-59.9pp |
| Annual return | 0.00% | 26.28%-26.3pp | 66.63%-66.6pp | 1368.38%-1368.4pp |
| Employer contribution / active EE | $0 | $1,460-100.0% | $2,731-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $48 | $2,738-98.3% | $4,523-98.9% | $4,348-98.9% |
| Admin fee / account holder | $61 | $2,214-97.3% | $6,160-99.0% | $1,944-96.9% |