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 | $371 | $29,051-98.7% | $52,425-99.3% | $67,986-99.5% |
| Participation rate | 39.8% | 30.4%+9.4pp | 55.6%-15.8pp | 57.2%-17.4pp |
| Annual return | 0.00% | 24.00%-24.0pp | 302.12%-302.1pp | 31.67%-31.7pp |
| Employer contribution / active EE | $115 | $412-72.0% | $914-87.4% | $2,019-94.3% |
| Participant deferral / active EE | $122 | $873-86.0% | $1,790-93.2% | $3,358-96.4% |
| Admin fee / account holder | $9 | $2,113-99.6% | $2,495-99.6% | $3,203-99.7% |