Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $6,081 | $92,743-93.4% | $82,744-92.7% | $134,532-95.5% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -18.11% | 946.63%-964.7pp | 702.22%-720.3pp | 418.27%-436.4pp |
| Employer contribution / active EE | $1,892 | $3,273-42.2% | $3,008-37.1% | $4,741-60.1% |
| Participant deferral / active EE | $2,461 | $4,802-48.7% | $4,395-44.0% | $6,401-61.6% |
| Admin fee / account holder | $0 | $5,977-100.0% | $5,325-100.0% | $11,429-100.0% |