Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $2,405 | $103,038-97.7% | $90,324-97.3% | $152,909-98.4% |
| Participation rate | 60.0% | 75.9%-15.9pp | 73.3%-13.3pp | 82.5%-22.5pp |
| Annual return | 0.00% | 95.25%-95.3pp | 78.15%-78.1pp | 345.46%-345.5pp |
| Employer contribution / active EE | $877 | $3,141-72.1% | $2,856-69.3% | $4,764-81.6% |
| Participant deferral / active EE | $1,508 | $4,282-64.8% | $3,885-61.2% | $5,851-74.2% |
| Admin fee / account holder | $4 | $6,177-99.9% | $5,356-99.9% | $11,601-100.0% |