Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $928 | $124,346-99.3% | $111,308-99.2% | $167,536-99.4% |
| Participation rate | 40.0% | 79.6%-39.6pp | 77.3%-37.3pp | 82.1%-42.1pp |
| Annual return | 0.00% | 37.45%-37.5pp | 54.67%-54.7pp | 478.82%-478.8pp |
| Employer contribution / active EE | $2,134 | $3,437-37.9% | $2,732-21.9% | $4,839-55.9% |
| Participant deferral / active EE | $3,567 | $5,182-31.2% | $4,487-20.5% | $6,342-43.8% |
| Admin fee / account holder | $0 | $10,621-100.0% | $7,965-100.0% | $12,315-100.0% |