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 | $288 | $84,493-99.7% | $125,381-99.8% | $66,938-99.6% |
| Participation rate | 18.0% | 76.4%-58.4pp | 82.4%-64.3pp | 69.8%-51.8pp |
| Annual return | 0.00% | -8.49%+8.5pp | 572.31%-572.3pp | 1.58%-1.6pp |
| Employer contribution / active EE | $0 | $3,554-100.0% | $4,815-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $56 | $6,783-99.2% | $7,448-99.3% | $4,238-98.7% |
| Admin fee / account holder | $0 | $685-100.0% | $10,007-100.0% | $594-100.0% |