Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $1,622 | $54,757-97.0% | $90,304-98.2% | $72,975-97.8% |
| Participation rate | 66.7% | 65.2%+1.5pp | 73.3%-6.6pp | 69.5%-2.8pp |
| Annual return | 0.00% | 30.63%-30.6pp | 78.13%-78.1pp | 81.01%-81.0pp |
| Employer contribution / active EE | $823 | $2,093-60.7% | $2,855-71.2% | $2,440-66.3% |
| Participant deferral / active EE | $1,012 | $2,887-64.9% | $3,885-74.0% | $3,608-71.9% |
| Admin fee / account holder | $62 | $3,973-98.4% | $5,354-98.8% | $5,124-98.8% |