Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $3,537 | $103,387-96.6% | $87,102-95.9% | $152,885-97.7% |
| Participation rate | 62.5% | 79.4%-16.9pp | 76.9%-14.4pp | 82.5%-20.0pp |
| Annual return | 0.00% | 28.10%-28.1pp | 28.19%-28.2pp | 345.39%-345.4pp |
| Employer contribution / active EE | $1,413 | $3,221-56.1% | $2,521-43.9% | $4,763-70.3% |
| Participant deferral / active EE | $2,751 | $4,778-42.4% | $4,048-32.0% | $5,851-53.0% |
| Admin fee / account holder | $45 | $12,193-99.6% | $7,491-99.4% | $11,598-99.6% |