Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $2,967 | $30,732-90.3% | $59,496-95.0% | $59,633-95.0% |
| Participation rate | 32.1% | 43.2%-11.1pp | 54.6%-22.4pp | 68.7%-36.5pp |
| Annual return | 0.00% | 4.47%-4.5pp | 182.05%-182.0pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $614 | $631-2.7% | $1,153-46.8% | $2,203-72.1% |
| Participant deferral / active EE | $827 | $1,183-30.1% | $1,829-54.8% | $3,192-74.1% |
| Admin fee / account holder | $292 | $2,136-86.4% | $2,232-86.9% | $4,297-93.2% |