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 | $9,061 | $49,177-81.6% | $79,476-88.6% | $64,181-85.9% |
| Participation rate | 52.0% | 65.0%-13.0pp | 73.3%-21.3pp | 69.6%-17.6pp |
| Annual return | 0.00% | -1.16%+1.2pp | 718.21%-718.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $867 | $2,821-69.3% | $3,704-76.6% | $3,470-75.0% |
| Admin fee / account holder | $0 | $3,839-100.0% | $5,113-100.0% | $4,887-100.0% |