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 | $14,297 | $121,701-88.3% | $104,639-86.3% | $158,982-91.0% |
| Participation rate | 28.6% | 77.5%-49.0pp | 74.1%-45.5pp | 82.0%-53.4pp |
| Annual return | 0.00% | 465.72%-465.7pp | 340.67%-340.7pp | 302.99%-303.0pp |
| Employer contribution / active EE | $372 | $3,165-88.3% | $2,682-86.1% | $4,763-92.2% |
| Participant deferral / active EE | $4,521 | $4,176+8.3% | $3,738+20.9% | $5,983-24.5% |
| Admin fee / account holder | $9 | $7,778-99.9% | $6,465-99.9% | $11,252-99.9% |