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 | $4,571 | $108,701-95.8% | $74,723-93.9% | $152,909-97.0% |
| Participation rate | 42.9% | 65.4%-22.5pp | 54.5%-11.6pp | 82.5%-39.6pp |
| Annual return | 0.00% | 114.12%-114.1pp | 753.18%-753.2pp | 345.46%-345.5pp |
| Employer contribution / active EE | $547 | $1,504-63.6% | $1,084-49.5% | $4,764-88.5% |
| Participant deferral / active EE | $1,266 | $2,709-53.3% | $1,962-35.5% | $5,851-78.4% |
| Admin fee / account holder | $7 | $4,906-99.9% | $3,335-99.8% | $11,601-99.9% |