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 | $339 | $95,193-99.6% | $76,523-99.6% | $135,382-99.7% |
| Participation rate | 55.6% | 74.4%-18.8pp | 68.0%-12.4pp | 82.6%-27.1pp |
| Annual return | 0.00% | 4.85%-4.8pp | -0.27%+0.3pp | 519.77%-519.8pp |
| Employer contribution / active EE | $221 | $3,302-93.3% | $2,647-91.7% | $4,779-95.4% |
| Participant deferral / active EE | $292 | $4,639-93.7% | $3,835-92.4% | $5,609-94.8% |
| Admin fee / account holder | $5 | $6,249-99.9% | $4,848-99.9% | $10,829-99.9% |