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 | $6,077 | $46,697-87.0% | $117,533-94.8% | $68,486-91.1% |
| Participation rate | 53.6% | 56.8%-3.2pp | 70.6%-17.0pp | 67.9%-14.3pp |
| Annual return | 0.00% | -14.52%+14.5pp | 29.77%-29.8pp | -7.85%+7.9pp |
| Employer contribution / active EE | $1,825 | $1,506+21.2% | $4,179-56.3% | $2,597-29.7% |
| Participant deferral / active EE | $2,943 | $2,637+11.6% | $4,072-27.7% | $4,028-26.9% |
| Admin fee / account holder | $57 | $4,023-98.6% | $5,647-99.0% | $5,404-98.9% |