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.
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 | $4,953 | $227,633-97.8% | $189,597-97.4% | $167,553-97.0% |
| Participation rate | 40.0% | 82.5%-42.5pp | 78.4%-38.4pp | 82.1%-42.1pp |
| Annual return | 0.00% | 78.45%-78.5pp | 64.20%-64.2pp | 478.89%-478.9pp |
| Employer contribution / active EE | $0 | $5,317-100.0% | $4,412-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $2,827 | $7,003-59.6% | $6,174-54.2% | $6,343-55.4% |
| Admin fee / account holder | $5 | $11,879-100.0% | $9,807-99.9% | $12,316-100.0% |