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 | $156 | $101,539-99.8% | $147,041-99.9% | $74,400-99.8% |
| Participation rate | 0.9% | 75.5%-74.7pp | 82.2%-81.3pp | 67.2%-66.4pp |
| Annual return | 0.00% | 8740.84%-8740.8pp | 419.21%-419.2pp | 1367.51%-1367.5pp |
| Employer contribution / active EE | $0 | $3,811-100.0% | $4,935-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $1 | $7,304-100.0% | $8,071-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $1,749-100.0% | $13,006-100.0% | $1,944-100.0% |