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 | $6,858 | $60,128-88.6% | $90,440-92.4% | $79,852-91.4% |
| Participation rate | 31.9% | 65.0%-33.0pp | 72.7%-40.7pp | 69.6%-37.7pp |
| Annual return | 0.00% | 71.95%-71.9pp | 1294.38%-1294.4pp | 31.72%-31.7pp |
| Employer contribution / active EE | $449 | $2,068-78.3% | $3,263-86.3% | $2,471-81.8% |
| Participant deferral / active EE | $1,685 | $2,939-42.7% | $3,964-57.5% | $3,740-55.0% |
| Admin fee / account holder | $46 | $3,977-98.9% | $5,615-99.2% | $5,306-99.1% |