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 | $14,921 | $112,300-86.7% | $90,223-83.5% | $125,389-88.1% |
| Participation rate | 66.7% | 82.9%-16.2pp | 79.0%-12.4pp | 83.2%-16.5pp |
| Annual return | 0.00% | -0.57%+0.6pp | 1.31%-1.3pp | 282.24%-282.2pp |
| Employer contribution / active EE | $0 | $5,181-100.0% | $4,378-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,685 | $6,733-45.3% | $5,792-36.4% | $5,352-31.1% |
| Admin fee / account holder | $0 | $10,990-100.0% | $7,406-100.0% | $9,541-100.0% |