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 | $256 | $108,285-99.8% | $77,552-99.7% | $158,982-99.8% |
| Participation rate | 50.0% | 64.4%-14.4pp | 54.2%-4.2pp | 82.0%-32.0pp |
| Annual return | 0.00% | 31.69%-31.7pp | 54.82%-54.8pp | 302.99%-303.0pp |
| Employer contribution / active EE | $76 | $1,325-94.3% | $987-92.3% | $4,763-98.4% |
| Participant deferral / active EE | $76 | $2,455-96.9% | $1,861-95.9% | $5,983-98.7% |
| Admin fee / account holder | $0 | $3,709-100.0% | $2,859-100.0% | $11,252-100.0% |