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 | $11,894 | $138,114-91.4% | $125,391-90.5% | $134,545-91.2% |
| Participation rate | 56.3% | 84.5%-28.2pp | 82.4%-26.1pp | 81.2%-25.0pp |
| Annual return | 0.00% | 750.88%-750.9pp | 572.41%-572.4pp | 418.37%-418.4pp |
| Employer contribution / active EE | $1,410 | $5,246-73.1% | $4,816-70.7% | $4,742-70.3% |
| Participant deferral / active EE | $2,666 | $7,801-65.8% | $7,448-64.2% | $6,401-58.3% |
| Admin fee / account holder | $42 | $11,570-99.6% | $10,009-99.6% | $11,431-99.6% |