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 | $5,347 | $72,486-92.6% | $87,103-93.9% | $72,976-92.7% |
| Participation rate | 56.3% | 72.8%-16.6pp | 76.9%-20.6pp | 69.5%-13.2pp |
| Annual return | 0.00% | 24.46%-24.5pp | 28.19%-28.2pp | 81.02%-81.0pp |
| Employer contribution / active EE | $1,314 | $1,894-30.6% | $2,521-47.9% | $2,440-46.2% |
| Participant deferral / active EE | $3,195 | $3,270-2.3% | $4,049-21.1% | $3,608-11.4% |
| Admin fee / account holder | $181 | $5,055-96.4% | $7,491-97.6% | $5,124-96.5% |