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.
Employer 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 | $738 | $27,924-97.4% | $58,544-98.7% | $75,181-99.0% |
| Participation rate | 64.7% | 38.8%+25.9pp | 50.9%+13.8pp | 67.2%-2.5pp |
| Annual return | 0.00% | 44.20%-44.2pp | 4249.56%-4249.6pp | 160.69%-160.7pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $327 | $1,202-72.8% | $1,923-83.0% | $4,126-92.1% |
| Admin fee / account holder | $7 | $1,726-99.6% | $2,520-99.7% | $5,650-99.9% |