Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $8,455 | $72,269-88.3% | $101,271-91.7% | $79,852-89.4% |
| Participation rate | 55.6% | 68.5%-12.9pp | 75.8%-20.3pp | 69.6%-14.1pp |
| Annual return | 0.00% | 22.29%-22.3pp | 46.48%-46.5pp | 31.72%-31.7pp |
| Employer contribution / active EE | $1,084 | $2,692-59.7% | $3,660-70.4% | $2,471-56.1% |
| Participant deferral / active EE | $2,945 | $3,282-10.3% | $4,371-32.6% | $3,740-21.3% |
| Admin fee / account holder | $31 | $4,401-99.3% | $5,948-99.5% | $5,306-99.4% |