Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $992 | $49,177-98.0% | $79,467-98.8% | $64,173-98.5% |
| Participation rate | 48.0% | 65.0%-17.0pp | 73.3%-25.3pp | 69.6%-21.6pp |
| Annual return | 0.00% | -1.16%+1.2pp | 718.30%-718.3pp | 7.63%-7.6pp |
| Employer contribution / active EE | $689 | $2,076-66.8% | $2,800-75.4% | $2,381-71.1% |
| Participant deferral / active EE | $170 | $2,821-94.0% | $3,704-95.4% | $3,470-95.1% |
| Admin fee / account holder | $52 | $3,839-98.6% | $5,104-99.0% | $4,887-98.9% |