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 | $2,497 | $103,000-97.6% | $90,300-97.2% | $152,885-98.4% |
| Participation rate | 20.0% | 75.9%-55.9pp | 73.3%-53.3pp | 82.5%-62.5pp |
| Annual return | 0.00% | 95.19%-95.2pp | 78.11%-78.1pp | 345.39%-345.4pp |
| Employer contribution / active EE | $200 | $3,138-93.6% | $2,854-93.0% | $4,763-95.8% |
| Participant deferral / active EE | $267 | $4,281-93.8% | $3,884-93.1% | $5,851-95.4% |
| Admin fee / account holder | $7 | $6,173-99.9% | $5,353-99.9% | $11,598-99.9% |