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 | $1,132 | $81,749-98.6% | $58,544-98.1% | $139,456-99.2% |
| Participation rate | 41.7% | 61.3%-19.7pp | 50.9%-9.2pp | 80.3%-38.7pp |
| Annual return | 42.44% | 7425.45%-7383.0pp | 4249.56%-4207.1pp | 373.45%-331.0pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $582 | $2,555-77.2% | $1,923-69.8% | $6,711-91.3% |
| Admin fee / account holder | $249 | $3,272-92.4% | $2,520-90.1% | $11,407-97.8% |