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 | $5,712 | $73,863-92.3% | $143,797-96.0% | $68,490-91.7% |
| Participation rate | 6.5% | 66.7%-60.2pp | 80.3%-73.8pp | 67.9%-61.4pp |
| Annual return | 0.00% | 0.91%-0.9pp | -0.04%0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $212 | $3,385-93.7% | $5,638-96.2% | $4,028-94.7% |
| Admin fee / account holder | $63 | $5,756-98.9% | $14,679-99.6% | $5,403-98.8% |