Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $6,208 | $147,727-95.8% | $115,756-94.6% | $134,532-95.4% |
| Participation rate | 44.4% | 80.4%-36.0pp | 77.1%-32.6pp | 81.2%-36.8pp |
| Annual return | 0.00% | 73.96%-74.0pp | 143.14%-143.1pp | 418.27%-418.3pp |
| Employer contribution / active EE | $0 | $4,713-100.0% | $3,793-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,769 | $7,563-63.4% | $6,254-55.7% | $6,401-56.7% |
| Admin fee / account holder | $14 | $14,571-99.9% | $8,124-99.8% | $11,429-99.9% |