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 | $2,572 | $158,852-98.4% | $121,220-97.9% | $135,380-98.1% |
| Participation rate | 0.0% | 79.3%-79.3pp | 71.8%-71.8pp | 82.6%-82.6pp |
| Annual return | 0.00% | -0.64%+0.6pp | 16.94%-16.9pp | 519.81%-519.8pp |
| Employer contribution / active EE | $799 | $5,666-85.9% | $4,023-80.1% | $4,779-83.3% |
| Participant deferral / active EE | $3,383 | $4,006-15.5% | $3,345+1.1% | $5,609-39.7% |
| Admin fee / account holder | $168 | $6,515-97.4% | $5,021-96.7% | $10,828-98.4% |