Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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.
Employer 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 | $1,455 | $101,283-98.6% | $75,826-98.1% | $135,379-98.9% |
| Participation rate | 54.5% | 72.7%-18.2pp | 68.2%-13.7pp | 82.6%-28.1pp |
| Annual return | 0.00% | 3384.62%-3384.6pp | 1914.15%-1914.2pp | 519.79%-519.8pp |
| Employer contribution / active EE | $0 | $2,382-100.0% | $1,913-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $996 | $3,469-71.3% | $2,862-65.2% | $5,609-82.3% |
| Admin fee / account holder | $0 | $6,539-100.0% | $4,726-100.0% | $10,828-100.0% |