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 | $28,409 | $209,422-86.4% | $178,503-84.1% | $158,982-82.1% |
| Participation rate | 64.3% | 86.4%-22.1pp | 81.9%-17.6pp | 82.0%-17.7pp |
| Annual return | 0.00% | 188.81%-188.8pp | 151.12%-151.1pp | 302.99%-303.0pp |
| Employer contribution / active EE | $1,290 | $5,707-77.4% | $5,011-74.3% | $4,763-72.9% |
| Participant deferral / active EE | $3,543 | $5,955-40.5% | $5,202-31.9% | $5,983-40.8% |
| Admin fee / account holder | $245 | $17,079-98.6% | $13,987-98.2% | $11,252-97.8% |