Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $3,087 | $99,011-96.9% | $86,582-96.4% | $147,586-97.9% |
| Participation rate | 43.8% | 76.3%-32.6pp | 73.5%-29.8pp | 82.8%-39.1pp |
| Annual return | 0.00% | 1312.75%-1312.7pp | 965.08%-965.1pp | 578.59%-578.6pp |
| Employer contribution / active EE | $419 | $3,132-86.6% | $2,839-85.2% | $4,876-91.4% |
| Participant deferral / active EE | $838 | $3,972-78.9% | $3,609-76.8% | $5,439-84.6% |
| Admin fee / account holder | $13 | $5,709-99.8% | $4,904-99.7% | $10,886-99.9% |