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 | $249 | $65,092-99.6% | $143,799-99.8% | $66,938-99.6% |
| Participation rate | 9.1% | 65.2%-56.1pp | 80.3%-71.2pp | 69.8%-60.7pp |
| Annual return | 0.00% | -11.14%+11.1pp | -0.04%0pp | 1.58%-1.6pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $4,952-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $23 | $2,920-99.2% | $5,638-99.6% | $4,238-99.5% |
| Admin fee / account holder | $0 | $502-100.0% | $14,677-100.0% | $594-100.0% |