Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $6,246 | $67,396-90.7% | $60,919-89.7% | $134,545-95.4% |
| Participation rate | 66.7% | 76.2%-9.5pp | 73.1%-6.4pp | 81.2%-14.6pp |
| Annual return | 0.00% | 50.12%-50.1pp | 16.96%-17.0pp | 418.37%-418.4pp |
| Employer contribution / active EE | $1,791 | $3,101-42.2% | $2,704-33.7% | $4,742-62.2% |
| Participant deferral / active EE | $2,418 | $4,534-46.7% | $3,814-36.6% | $6,401-62.2% |
| Admin fee / account holder | $0 | $4,590-100.0% | $3,228-100.0% | $11,431-100.0% |