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 | $3,136 | $73,107-95.7% | $114,563-97.3% | $87,485-96.4% |
| Participation rate | 48.3% | 65.8%-17.5pp | 72.9%-24.6pp | 68.9%-20.7pp |
| Annual return | 88.85% | 19.47%+69.4pp | 241.09%-152.2pp | 26.06%+62.8pp |
| Employer contribution / active EE | $0 | $1,881-100.0% | $2,592-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $934 | $3,144-70.3% | $4,142-77.4% | $4,274-78.1% |
| Admin fee / account holder | $165 | $5,770-97.1% | $7,623-97.8% | $7,775-97.9% |