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 | $6,533 | $107,363-93.9% | $92,909-93.0% | $152,897-95.7% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.5%-15.8pp |
| Annual return | 0.00% | 145.63%-145.6pp | 109.44%-109.4pp | 345.43%-345.4pp |
| Employer contribution / active EE | $1,168 | $4,222-72.3% | $3,653-68.0% | $4,764-75.5% |
| Participant deferral / active EE | $2,955 | $4,848-39.0% | $4,238-30.3% | $5,851-49.5% |
| Admin fee / account holder | $26 | $7,082-99.6% | $5,795-99.5% | $11,599-99.8% |