Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $7,076 | $84,685-91.6% | $73,836-90.4% | $125,389-94.4% |
| Participation rate | 31.3% | 76.8%-45.5pp | 73.4%-42.2pp | 83.2%-51.9pp |
| Annual return | 0.00% | 3123.80%-3123.8pp | 2268.06%-2268.1pp | 282.24%-282.2pp |
| Employer contribution / active EE | $619 | $3,123-80.2% | $2,787-77.8% | $4,866-87.3% |
| Participant deferral / active EE | $1,612 | $3,993-59.6% | $3,583-55.0% | $5,352-69.9% |
| Admin fee / account holder | $0 | $5,694-100.0% | $4,882-100.0% | $9,541-100.0% |