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 | $2,274 | $175,212-98.7% | $149,682-98.5% | $139,427-98.4% |
| Participation rate | 5.3% | 83.4%-78.1pp | 78.8%-73.5pp | 80.3%-75.1pp |
| Annual return | 0.00% | 166.63%-166.6pp | 134.35%-134.4pp | 373.27%-373.3pp |
| Employer contribution / active EE | $0 | $5,475-100.0% | $4,818-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $112 | $6,520-98.3% | $5,681-98.0% | $6,711-98.3% |
| Admin fee / account holder | $3 | $16,150-100.0% | $13,210-100.0% | $11,404-100.0% |