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 | $6,778 | $102,638-93.4% | $81,982-91.7% | $158,982-95.7% |
| Participation rate | 50.0% | 75.5%-25.5pp | 69.3%-19.3pp | 82.0%-32.0pp |
| Annual return | 0.00% | 61.05%-61.1pp | 41.31%-41.3pp | 302.99%-303.0pp |
| Employer contribution / active EE | $1,915 | $3,241-40.9% | $2,498-23.4% | $4,763-59.8% |
| Participant deferral / active EE | $2,267 | $4,649-51.2% | $3,722-39.1% | $5,983-62.1% |
| Admin fee / account holder | $2 | $8,237-100.0% | $5,665-100.0% | $11,252-100.0% |