Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $5,670 | $105,867-94.6% | $90,760-93.8% | $134,532-95.8% |
| Participation rate | 57.1% | 78.3%-21.1pp | 75.7%-18.6pp | 81.2%-24.1pp |
| Annual return | 0.00% | -10.99%+11.0pp | -12.16%+12.2pp | 418.27%-418.3pp |
| Employer contribution / active EE | $863 | $3,464-75.1% | $2,922-70.5% | $4,741-81.8% |
| Participant deferral / active EE | $2,370 | $5,217-54.6% | $4,565-48.1% | $6,401-63.0% |
| Admin fee / account holder | $10 | $13,936-99.9% | $8,444-99.9% | $11,429-99.9% |