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 | $5,914 | $77,817-92.4% | $123,553-95.2% | $64,173-90.8% |
| Participation rate | 58.1% | 74.7%-16.6pp | 82.3%-24.2pp | 69.6%-11.5pp |
| Annual return | 0.00% | 12.49%-12.5pp | 119.21%-119.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,633 | $3,014-45.8% | $4,628-64.7% | $2,381-31.4% |
| Participant deferral / active EE | $2,387 | $5,240-54.4% | $6,426-62.8% | $3,470-31.2% |
| Admin fee / account holder | $107 | $5,519-98.1% | $9,284-98.8% | $4,887-97.8% |