Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $1,425 | $60,813-97.7% | - | $134,532-98.9% |
| Participation rate | 66.7% | 67.1%-0.5pp | - | 81.2%-14.6pp |
| Annual return | 0.00% | -10.69%+10.7pp | - | 418.27%-418.3pp |
| Employer contribution / active EE | $287 | $2,735-89.5% | - | $4,741-94.0% |
| Participant deferral / active EE | $640 | $4,132-84.5% | - | $6,401-90.0% |
| Admin fee / account holder | $2 | $4,065-100.0% | - | $11,429-100.0% |