Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $2,375 | $85,171-97.2% | $172,753-98.6% | $72,976-96.7% |
| Participation rate | 32.4% | 70.1%-37.6pp | 82.6%-50.2pp | 69.5%-37.1pp |
| Annual return | 0.00% | 27.32%-27.3pp | 803.00%-803.0pp | 81.02%-81.0pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $790 | $3,260-75.8% | $5,198-84.8% | $3,608-78.1% |
| Admin fee / account holder | $10 | $5,880-99.8% | $13,956-99.9% | $5,124-99.8% |