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 | $2,627 | $58,714-95.5% | $142,874-98.2% | $85,856-96.9% |
| Participation rate | 29.8% | 58.5%-28.7pp | 72.0%-42.2pp | 69.3%-39.5pp |
| Annual return | 0.00% | 27.73%-27.7pp | 5638.58%-5638.6pp | 318.58%-318.6pp |
| Employer contribution / active EE | $0 | $1,423-100.0% | $4,145-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $559 | $2,608-78.6% | $3,838-85.4% | $3,952-85.8% |
| Admin fee / account holder | $66 | $4,241-98.4% | $6,561-99.0% | $6,261-98.9% |