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.
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 | $4,684 | $100,073-95.3% | $85,126-94.5% | $145,877-96.8% |
| Participation rate | 25.0% | 74.1%-49.1pp | 67.5%-42.5pp | 80.3%-55.3pp |
| Annual return | 0.00% | 84.11%-84.1pp | 66.63%-66.6pp | 551.28%-551.3pp |
| Employer contribution / active EE | $478 | $3,236-85.2% | $2,731-82.5% | $4,663-89.8% |
| Participant deferral / active EE | $600 | $5,294-88.7% | $4,523-86.7% | $6,691-91.0% |
| Admin fee / account holder | $16 | $7,261-99.8% | $6,160-99.7% | $13,402-99.9% |