Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $8,889 | $107,030-91.7% | $73,550-87.9% | $147,586-94.0% |
| Participation rate | 37.5% | 66.4%-28.9pp | 54.9%-17.4pp | 82.8%-45.3pp |
| Annual return | 0.00% | 38.25%-38.2pp | -15.16%+15.2pp | 578.59%-578.6pp |
| Employer contribution / active EE | $673 | $1,760-61.8% | $1,219-44.8% | $4,876-86.2% |
| Participant deferral / active EE | $2,552 | $2,458+3.8% | $1,804+41.4% | $5,439-53.1% |
| Admin fee / account holder | $50 | $3,055-98.4% | $2,320-97.9% | $10,886-99.5% |