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 | $1,717 | $44,473-96.1% | $76,518-97.8% | $55,725-96.9% |
| Participation rate | 8.4% | 51.0%-42.6pp | 68.0%-59.6pp | 70.9%-62.4pp |
| Annual return | 0.00% | -2.01%+2.0pp | -0.27%+0.3pp | 244.93%-244.9pp |
| Employer contribution / active EE | $0 | $1,101-100.0% | $2,647-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $129 | $1,988-93.5% | $3,836-96.6% | $3,356-96.1% |
| Admin fee / account holder | $15 | $134-89.1% | $4,849-99.7% | $115-87.3% |