Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $5,264 | $82,882-93.6% | $127,803-95.9% | $72,975-92.8% |
| Participation rate | 54.5% | 71.5%-17.0pp | 79.0%-24.5pp | 69.5%-14.9pp |
| Annual return | 0.00% | 32.20%-32.2pp | 26.14%-26.1pp | 81.01%-81.0pp |
| Employer contribution / active EE | $1,186 | $3,346-64.6% | $4,576-74.1% | $2,440-51.4% |
| Participant deferral / active EE | $2,100 | $4,791-56.2% | $6,023-65.1% | $3,608-41.8% |
| Admin fee / account holder | $50 | $6,487-99.2% | $9,399-99.5% | $5,124-99.0% |