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 | $12,149 | $57,352-78.8% | $83,831-85.5% | $64,173-81.1% |
| Participation rate | 55.1% | 68.6%-13.5pp | 76.1%-21.1pp | 69.6%-14.5pp |
| Annual return | 0.00% | 11.38%-11.4pp | 850.99%-851.0pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,212 | $2,546-52.4% | $3,631-66.6% | $2,381-49.1% |
| Participant deferral / active EE | $1,700 | $2,993-43.2% | $4,082-58.3% | $3,470-51.0% |
| Admin fee / account holder | $1 | $4,046-100.0% | $5,479-100.0% | $4,887-100.0% |