Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $11,668 | $98,240-88.1% | $82,312-85.8% | $147,586-92.1% |
| Participation rate | 57.1% | 79.7%-22.6pp | 76.9%-19.8pp | 82.8%-25.7pp |
| Annual return | 0.00% | 30.85%-30.9pp | 25.88%-25.9pp | 578.59%-578.6pp |
| Employer contribution / active EE | $1,685 | $3,192-47.2% | $2,428-30.6% | $4,876-65.5% |
| Participant deferral / active EE | $4,569 | $4,383+4.2% | $3,706+23.3% | $5,439-16.0% |
| Admin fee / account holder | $16 | $8,563-99.8% | $5,608-99.7% | $10,886-99.9% |