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 | $5,400 | $99,652-94.6% | $78,778-93.1% | $147,585-96.3% |
| Participation rate | 62.5% | 76.2%-13.7pp | 69.2%-6.7pp | 82.8%-20.3pp |
| Annual return | 0.00% | 47.28%-47.3pp | 35.62%-35.6pp | 578.57%-578.6pp |
| Employer contribution / active EE | $1,243 | $2,796-55.5% | $1,986-37.4% | $4,876-74.5% |
| Participant deferral / active EE | $2,564 | $3,664-30.0% | $2,958-13.3% | $5,439-52.9% |
| Admin fee / account holder | $65 | $7,155-99.1% | $5,134-98.7% | $10,885-99.4% |