Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $16,547 | $227,597-92.7% | $189,575-91.3% | $167,536-90.1% |
| Participation rate | 60.0% | 82.5%-22.5pp | 78.4%-18.4pp | 82.1%-22.1pp |
| Annual return | 0.00% | 78.44%-78.4pp | 64.19%-64.2pp | 478.82%-478.8pp |
| Employer contribution / active EE | $3,527 | $5,316-33.6% | $4,412-20.0% | $4,839-27.1% |
| Participant deferral / active EE | $6,049 | $7,002-13.6% | $6,174-2.0% | $6,342-4.6% |
| Admin fee / account holder | $32 | $11,877-99.7% | $9,806-99.7% | $12,315-99.7% |