Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $11,527 | $75,962-84.8% | $154,111-92.5% | $64,173-82.0% |
| Participation rate | 44.7% | 70.4%-25.7pp | 83.0%-38.4pp | 69.6%-24.9pp |
| Annual return | 0.00% | 30.32%-30.3pp | 735.18%-735.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $802 | $3,350-76.1% | $5,298-84.9% | $2,381-66.3% |
| Participant deferral / active EE | $2,326 | $3,175-26.7% | $5,081-54.2% | $3,470-32.9% |
| Admin fee / account holder | $27 | $5,589-99.5% | $13,411-99.8% | $4,887-99.4% |