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 | $1,343 | $73,848-98.2% | $143,799-99.1% | $68,486-98.0% |
| Participation rate | 7.5% | 66.7%-59.2pp | 80.3%-72.9pp | 67.9%-60.4pp |
| Annual return | 0.00% | 0.91%-0.9pp | -0.04%0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $99 | $3,385-97.1% | $5,638-98.2% | $4,028-97.5% |
| Admin fee / account holder | $1 | $5,755-100.0% | $14,677-100.0% | $5,404-100.0% |