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 | $144 | $152,527-99.9% | $117,490-99.9% | $134,493-99.9% |
| Participation rate | 31.6% | 77.1%-45.5pp | 70.6%-39.0pp | 81.2%-49.6pp |
| Annual return | 0.00% | 53.00%-53.0pp | 29.75%-29.7pp | 418.01%-418.0pp |
| Employer contribution / active EE | $0 | $5,572-100.0% | $4,177-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $45 | $4,818-99.1% | $4,071-98.9% | $6,400-99.3% |
| Admin fee / account holder | $0 | $7,005-100.0% | $5,646-100.0% | $11,425-100.0% |