Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $3,769 | $54,370-93.1% | $82,763-95.4% | $68,490-94.5% |
| Participation rate | 39.3% | 63.9%-24.6pp | 72.6%-33.3pp | 67.9%-28.6pp |
| Annual return | 169.66% | -13.67%+183.3pp | 702.45%-532.8pp | -7.85%+177.5pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $922 | $3,247-71.6% | $4,395-79.0% | $4,028-77.1% |
| Admin fee / account holder | $19 | $4,398-99.6% | $5,325-99.6% | $5,403-99.6% |