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 | $1,361 | $69,541-98.0% | $59,899-97.7% | $135,380-99.0% |
| Participation rate | 57.1% | 77.8%-20.7pp | 74.7%-17.6pp | 82.6%-25.5pp |
| Annual return | 0.00% | 7.95%-7.9pp | 3.46%-3.5pp | 519.81%-519.8pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,723-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,284 | $4,206-69.5% | $3,402-62.3% | $5,609-77.1% |
| Admin fee / account holder | $4 | $5,737-99.9% | $3,592-99.9% | $10,828-100.0% |