Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $4,477 | $71,878-93.8% | $86,698-94.8% | $68,486-93.5% |
| Participation rate | 53.1% | 72.2%-19.2pp | 76.6%-23.5pp | 67.9%-14.8pp |
| Annual return | 0.00% | 3.53%-3.5pp | 35.95%-35.9pp | -7.85%+7.9pp |
| Employer contribution / active EE | $1,096 | $2,173-49.6% | $2,837-61.4% | $2,597-57.8% |
| Participant deferral / active EE | $1,764 | $3,779-53.3% | $4,656-62.1% | $4,028-56.2% |
| Admin fee / account holder | $100 | $6,113-98.4% | $7,493-98.7% | $5,404-98.1% |