Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $7,185 | $107,809-93.3% | $90,657-92.1% | $135,380-94.7% |
| Participation rate | 55.6% | 78.0%-22.5pp | 74.0%-18.5pp | 82.6%-27.1pp |
| Annual return | 0.00% | -0.90%+0.9pp | 1.89%-1.9pp | 519.81%-519.8pp |
| Employer contribution / active EE | $510 | $3,018-83.1% | $2,532-79.9% | $4,779-89.3% |
| Participant deferral / active EE | $3,817 | $3,872-1.4% | $3,424+11.5% | $5,609-31.9% |
| Admin fee / account holder | $0 | $5,931-100.0% | $4,994-100.0% | $10,828-100.0% |