Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $3,360 | $138,072-97.6% | $123,549-97.3% | $135,382-97.5% |
| Participation rate | 65.2% | 84.7%-19.5pp | 82.3%-17.1pp | 82.6%-17.4pp |
| Annual return | 0.00% | 153.69%-153.7pp | 119.20%-119.2pp | 519.77%-519.8pp |
| Employer contribution / active EE | $932 | $5,152-81.9% | $4,628-79.9% | $4,779-80.5% |
| Participant deferral / active EE | $1,978 | $6,799-70.9% | $6,426-69.2% | $5,609-64.7% |
| Admin fee / account holder | $61 | $10,917-99.4% | $9,284-99.3% | $10,829-99.4% |