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 | $4,889 | $85,171-94.3% | $172,753-97.2% | $72,976-93.3% |
| Participation rate | 34.6% | 70.1%-35.4pp | 82.6%-48.0pp | 69.5%-34.9pp |
| Annual return | 0.00% | 27.32%-27.3pp | 803.00%-803.0pp | 81.02%-81.0pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,615 | $3,260-50.5% | $5,198-68.9% | $3,608-55.2% |
| Admin fee / account holder | $51 | $5,880-99.1% | $13,956-99.6% | $5,124-99.0% |