Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $16,498 | $82,674-80.0% | $125,381-86.8% | $68,486-75.9% |
| Participation rate | 57.1% | 75.1%-17.9pp | 82.4%-25.2pp | 67.9%-10.8pp |
| Annual return | -0.72% | -5.97%+5.2pp | 572.31%-573.0pp | -7.85%+7.1pp |
| Employer contribution / active EE | $1,348 | $3,382-60.1% | $4,815-72.0% | $2,597-48.1% |
| Participant deferral / active EE | $3,549 | $6,111-41.9% | $7,448-52.4% | $4,028-11.9% |
| Admin fee / account holder | $19 | $6,277-99.7% | $10,007-99.8% | $5,404-99.7% |