Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $429 | $129,959-99.7% | $104,301-99.6% | $134,532-99.7% |
| Participation rate | 55.6% | 79.5%-24.0pp | 73.3%-17.7pp | 81.2%-25.7pp |
| Annual return | 0.00% | 42.04%-42.0pp | 24.61%-24.6pp | 418.27%-418.3pp |
| Employer contribution / active EE | $0 | $4,185-100.0% | $3,373-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $240 | $5,589-95.7% | $4,626-94.8% | $6,401-96.2% |
| Admin fee / account holder | $1 | $9,325-100.0% | $7,340-100.0% | $11,429-100.0% |