Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $1,836 | $27,800-93.4% | $58,561-96.9% | $71,511-97.4% |
| Participation rate | 0.6% | 34.6%-34.0pp | 50.9%-50.3pp | 67.9%-67.4pp |
| Annual return | 47.25% | 26.80%+20.5pp | 4251.33%-4204.1pp | 28.86%+18.4pp |
| Employer contribution / active EE | $0 | $632-100.0% | $1,053-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $8 | $1,208-99.3% | $1,923-99.6% | $4,291-99.8% |
| Admin fee / account holder | $0 | $1,637-100.0% | $2,520-100.0% | $1,588-100.0% |