Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $5,372 | $75,832-92.9% | $147,617-96.4% | $59,633-91.0% |
| Participation rate | 62.9% | 71.6%-8.7pp | 84.6%-21.8pp | 68.7%-5.8pp |
| Annual return | 0.00% | 0.37%-0.4pp | 61.98%-62.0pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $1,061 | $3,485-69.6% | $5,564-80.9% | $2,203-51.8% |
| Participant deferral / active EE | $2,990 | $3,131-4.5% | $4,895-38.9% | $3,192-6.3% |
| Admin fee / account holder | $9 | $5,986-99.8% | $11,612-99.9% | $4,297-99.8% |