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 | $1,874 | $27,632-93.2% | $61,399-96.9% | $68,495-97.3% |
| Participation rate | 20.0% | 39.5%-19.5pp | 52.6%-32.6pp | 67.9%-47.9pp |
| Annual return | 0.00% | -13.24%+13.2pp | 338.81%-338.8pp | -7.84%+7.8pp |
| Employer contribution / active EE | $151 | $696-78.3% | $1,159-87.0% | $2,596-94.2% |
| Participant deferral / active EE | $229 | $1,264-81.9% | $2,124-89.2% | $4,028-94.3% |
| Admin fee / account holder | $7 | $2,010-99.7% | $2,131-99.7% | $5,403-99.9% |