Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $2,986 | $44,850-93.3% | $60,547-95.1% | $59,633-95.0% |
| Participation rate | 46.4% | 59.5%-13.1pp | 68.0%-21.6pp | 68.7%-22.3pp |
| Annual return | 0.00% | 1074.14%-1074.1pp | 335.64%-335.6pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $341 | $1,462-76.6% | $2,419-85.9% | $2,203-84.5% |
| Participant deferral / active EE | $1,354 | $2,230-39.3% | $3,328-59.3% | $3,192-57.6% |
| Admin fee / account holder | $0 | $3,635-100.0% | $4,536-100.0% | $4,297-100.0% |