Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $3,552 | $35,183-89.9% | $73,550-95.2% | $70,126-94.9% |
| Participation rate | 33.3% | 42.9%-9.6pp | 54.9%-21.6pp | 69.5%-36.2pp |
| Annual return | 0.00% | 26.90%-26.9pp | -15.16%+15.2pp | 73.15%-73.1pp |
| Employer contribution / active EE | $474 | $709-33.1% | $1,219-61.1% | $2,343-79.7% |
| Participant deferral / active EE | $712 | $1,220-41.6% | $1,804-60.5% | $3,332-78.6% |
| Admin fee / account holder | $0 | $2,302-100.0% | $2,320-100.0% | $4,645-100.0% |