Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $5,496 | $227,633-97.6% | $189,597-97.1% | $167,553-96.7% |
| Participation rate | 30.0% | 82.5%-52.5pp | 78.4%-48.4pp | 82.1%-52.1pp |
| Annual return | 0.00% | 78.45%-78.5pp | 64.20%-64.2pp | 478.89%-478.9pp |
| Employer contribution / active EE | $1,533 | $5,317-71.2% | $4,412-65.2% | $4,840-68.3% |
| Participant deferral / active EE | $114 | $7,003-98.4% | $6,174-98.2% | $6,343-98.2% |
| Admin fee / account holder | $0 | $11,879-100.0% | $9,807-100.0% | $12,316-100.0% |