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 | $4,204 | $142,392-97.0% | $119,622-96.5% | $134,532-96.9% |
| Participation rate | 66.7% | 82.8%-16.2pp | 79.3%-12.6pp | 81.2%-14.6pp |
| Annual return | 0.00% | -12.46%+12.5pp | -14.98%+15.0pp | 418.27%-418.3pp |
| Employer contribution / active EE | $1,586 | $5,224-69.6% | $4,232-62.5% | $4,741-66.6% |
| Participant deferral / active EE | $1,976 | $6,467-69.4% | $5,601-64.7% | $6,401-69.1% |
| Admin fee / account holder | $61 | $13,593-99.6% | $10,328-99.4% | $11,429-99.5% |