Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $7,849 | $112,131-93.0% | $95,964-91.8% | $158,982-95.1% |
| Participation rate | 46.2% | 79.0%-32.8pp | 77.1%-30.9pp | 82.0%-35.8pp |
| Annual return | 0.00% | 171.19%-171.2pp | 91.64%-91.6pp | 302.99%-303.0pp |
| Employer contribution / active EE | $1,225 | $3,199-61.7% | $2,541-51.8% | $4,763-74.3% |
| Participant deferral / active EE | $2,141 | $4,784-55.2% | $4,167-48.6% | $5,983-64.2% |
| Admin fee / account holder | $0 | $10,136-100.0% | $6,797-100.0% | $11,252-100.0% |