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 | $13,381 | $112,933-88.2% | $90,970-85.3% | $158,982-91.6% |
| Participation rate | 66.7% | 74.7%-8.1pp | 69.0%-2.3pp | 82.0%-15.3pp |
| Annual return | 0.00% | 215.82%-215.8pp | 134.60%-134.6pp | 302.99%-303.0pp |
| Employer contribution / active EE | $1,900 | $2,893-34.3% | $2,122-10.5% | $4,763-60.1% |
| Participant deferral / active EE | $6,656 | $4,128+61.2% | $3,373+97.3% | $5,983+11.2% |
| Admin fee / account holder | $10 | $8,047-99.9% | $5,961-99.8% | $11,252-99.9% |