Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $8,822 | $95,917-90.8% | $79,583-88.9% | $134,545-93.4% |
| Participation rate | 33.3% | 75.0%-41.7pp | 69.5%-36.2pp | 81.2%-47.9pp |
| Annual return | 0.00% | -2.70%+2.7pp | 0.16%-0.2pp | 418.37%-418.4pp |
| Employer contribution / active EE | $615 | $3,129-80.3% | $2,414-74.5% | $4,742-87.0% |
| Participant deferral / active EE | $2,215 | $4,694-52.8% | $3,986-44.4% | $6,401-65.4% |
| Admin fee / account holder | $29 | $9,132-99.7% | $6,835-99.6% | $11,431-99.7% |