Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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.
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 | $2,125 | $90,320-97.6% | $59,496-96.4% | $125,389-98.3% |
| Participation rate | 17.6% | 68.3%-50.6pp | 54.6%-36.9pp | 83.2%-65.5pp |
| Annual return | 1.03% | 369.13%-368.1pp | 182.05%-181.0pp | 282.24%-281.2pp |
| Employer contribution / active EE | $0 | $1,792-100.0% | $1,153-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $83 | $2,716-96.9% | $1,829-95.5% | $5,352-98.4% |
| Admin fee / account holder | $0 | $3,063-100.0% | $2,232-100.0% | $9,541-100.0% |