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.
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 | $591 | $67,823-99.1% | $52,425-98.9% | $137,256-99.6% |
| Participation rate | 68.8% | 63.9%+4.8pp | 55.6%+13.1pp | 80.0%-11.2pp |
| Annual return | 0.00% | 219.11%-219.1pp | 302.12%-302.1pp | 220.34%-220.3pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $543 | $2,288-76.3% | $1,790-69.7% | $6,407-91.5% |
| Admin fee / account holder | $79 | $2,844-97.2% | $2,495-96.8% | $12,270-99.4% |