Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $2,709 | $92,743-97.1% | $82,744-96.7% | $134,532-98.0% |
| Participation rate | 57.1% | 75.2%-18.1pp | 72.6%-15.4pp | 81.2%-24.1pp |
| Annual return | 0.00% | 946.63%-946.6pp | 702.22%-702.2pp | 418.27%-418.3pp |
| Employer contribution / active EE | $714 | $3,273-78.2% | $3,008-76.3% | $4,741-84.9% |
| Participant deferral / active EE | $849 | $4,802-82.3% | $4,395-80.7% | $6,401-86.7% |
| Admin fee / account holder | $9 | $5,977-99.8% | $5,325-99.8% | $11,429-99.9% |