Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $431 | $65,395-99.3% | $182,558-99.8% | $72,976-99.4% |
| Participation rate | 2.6% | 65.4%-62.8pp | 78.0%-75.3pp | 69.5%-66.9pp |
| Annual return | 0.00% | 27.68%-27.7pp | 148.59%-148.6pp | 81.02%-81.0pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,076-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $11 | $3,563-99.7% | $5,526-99.8% | $3,608-99.7% |
| Admin fee / account holder | $0 | $4,245-100.0% | $8,594-100.0% | $5,124-100.0% |