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 | $3,886 | $42,383-90.8% | $76,518-94.9% | $64,173-93.9% |
| Participation rate | 48.6% | 58.1%-9.6pp | 68.0%-19.4pp | 69.6%-21.0pp |
| Annual return | 0.00% | -16.54%+16.5pp | -0.27%+0.3pp | 7.63%-7.6pp |
| Employer contribution / active EE | $639 | $1,563-59.1% | $2,647-75.8% | $2,381-73.1% |
| Participant deferral / active EE | $785 | $2,566-69.4% | $3,836-79.5% | $3,470-77.4% |
| Admin fee / account holder | $0 | $3,198-100.0% | $4,849-100.0% | $4,887-100.0% |