Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $1,437 | $39,028-96.3% | $80,741-98.2% | $85,847-98.3% |
| Participation rate | 43.5% | 41.6%+2.0pp | 54.2%-10.6pp | 69.3%-25.8pp |
| Annual return | 0.00% | 26.31%-26.3pp | 87.30%-87.3pp | 318.61%-318.6pp |
| Employer contribution / active EE | $273 | $722-62.2% | $1,160-76.5% | $2,565-89.4% |
| Participant deferral / active EE | $345 | $1,326-74.0% | $2,145-83.9% | $3,952-91.3% |
| Admin fee / account holder | $5 | $2,429-99.8% | $3,380-99.9% | $6,261-99.9% |