Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $4,980 | $75,962-93.4% | $154,111-96.8% | $64,173-92.2% |
| Participation rate | 64.9% | 70.4%-5.6pp | 83.0%-18.2pp | 69.6%-4.7pp |
| Annual return | 0.00% | 30.32%-30.3pp | 735.18%-735.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,640 | $3,350-51.0% | $5,298-69.0% | $2,381-31.1% |
| Participant deferral / active EE | $2,605 | $3,175-17.9% | $5,081-48.7% | $3,470-24.9% |
| Admin fee / account holder | $163 | $5,589-97.1% | $13,411-98.8% | $4,887-96.7% |