Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $482 | $84,551-99.4% | $61,452-99.2% | $134,532-99.6% |
| Participation rate | 28.6% | 62.2%-33.6pp | 52.6%-24.0pp | 81.2%-52.7pp |
| Annual return | 0.00% | 585.39%-585.4pp | 338.96%-339.0pp | 418.27%-418.3pp |
| Employer contribution / active EE | $59 | $1,545-96.2% | $1,160-94.9% | $4,741-98.7% |
| Participant deferral / active EE | $79 | $2,818-97.2% | $2,125-96.3% | $6,401-98.8% |
| Admin fee / account holder | $0 | $2,587-100.0% | $2,131-100.0% | $11,429-100.0% |