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 | $5,776 | $82,678-93.0% | $125,391-95.4% | $68,490-91.6% |
| Participation rate | 35.8% | 75.1%-39.2pp | 82.4%-46.6pp | 67.9%-32.1pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.41%-572.4pp | -7.85%+7.9pp |
| Employer contribution / active EE | $763 | $3,382-77.4% | $4,816-84.2% | $2,597-70.6% |
| Participant deferral / active EE | $1,531 | $6,111-75.0% | $7,448-79.5% | $4,028-62.0% |
| Admin fee / account holder | $6 | $6,277-99.9% | $10,009-99.9% | $5,403-99.9% |