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 | $8,451 | $84,685-90.0% | $73,836-88.6% | $125,389-93.3% |
| Participation rate | 62.5% | 76.8%-14.3pp | 73.4%-10.9pp | 83.2%-20.7pp |
| Annual return | -1.90% | 3123.80%-3125.7pp | 2268.06%-2270.0pp | 282.24%-284.1pp |
| Employer contribution / active EE | $1,153 | $3,123-63.1% | $2,787-58.7% | $4,866-76.3% |
| Participant deferral / active EE | $1,682 | $3,993-57.9% | $3,583-53.1% | $5,352-68.6% |
| Admin fee / account holder | $0 | $5,694-100.0% | $4,882-100.0% | $9,541-100.0% |