Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $6,564 | $142,426-95.4% | $115,167-94.3% | $152,909-95.7% |
| Participation rate | 66.7% | 82.4%-15.7pp | 75.9%-9.2pp | 82.5%-15.8pp |
| Annual return | 0.00% | 41.48%-41.5pp | 35.60%-35.6pp | 345.46%-345.5pp |
| Employer contribution / active EE | $1,213 | $4,011-69.8% | $3,179-61.9% | $4,764-74.5% |
| Participant deferral / active EE | $2,862 | $5,165-44.6% | $4,169-31.4% | $5,851-51.1% |
| Admin fee / account holder | $13 | $8,464-99.8% | $7,089-99.8% | $11,601-99.9% |