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 | $2,437 | $104,106-97.7% | $71,086-96.6% | $135,379-98.2% |
| Participation rate | 20.0% | 65.7%-45.7pp | 54.7%-34.7pp | 82.6%-62.6pp |
| Annual return | 0.00% | 1256.30%-1256.3pp | 650.59%-650.6pp | 519.79%-519.8pp |
| Employer contribution / active EE | $0 | $1,485-100.0% | $1,088-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,582 | $2,527-37.4% | $1,874-15.6% | $5,609-71.8% |
| Admin fee / account holder | $9 | $4,142-99.8% | $3,082-99.7% | $10,828-99.9% |