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.
Employer 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 | $4,031 | $114,093-96.5% | $96,171-95.8% | $167,536-97.6% |
| Participation rate | 42.9% | 75.1%-32.2pp | 68.4%-25.6pp | 82.1%-39.3pp |
| Annual return | 0.00% | 190.00%-190.0pp | 192.04%-192.0pp | 478.82%-478.8pp |
| Employer contribution / active EE | $218 | $3,429-93.6% | $2,799-92.2% | $4,839-95.5% |
| Participant deferral / active EE | $2,083 | $5,197-59.9% | $4,350-52.1% | $6,342-67.2% |
| Admin fee / account holder | $13 | $6,899-99.8% | $5,538-99.8% | $12,315-99.9% |