Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $4,516 | $56,339-92.0% | $104,301-95.7% | $68,495-93.4% |
| Participation rate | 55.6% | 63.3%-7.7pp | 73.3%-17.7pp | 67.9%-12.3pp |
| Annual return | 0.00% | -9.19%+9.2pp | 24.61%-24.6pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,151 | $1,960-41.3% | $3,373-65.9% | $2,596-55.7% |
| Participant deferral / active EE | $1,466 | $3,077-52.4% | $4,626-68.3% | $4,028-63.6% |
| Admin fee / account holder | $0 | $4,902-100.0% | $7,340-100.0% | $5,403-100.0% |