Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $10,318 | $115,814-91.1% | $101,275-89.8% | $158,982-93.5% |
| Participation rate | 57.9% | 79.4%-21.5pp | 75.8%-17.9pp | 82.0%-24.1pp |
| Annual return | 0.00% | 56.16%-56.2pp | 46.48%-46.5pp | 302.99%-303.0pp |
| Employer contribution / active EE | $1,119 | $4,176-73.2% | $3,660-69.4% | $4,763-76.5% |
| Participant deferral / active EE | $4,356 | $4,958-12.1% | $4,371-0.3% | $5,983-27.2% |
| Admin fee / account holder | $197 | $7,249-97.3% | $5,948-96.7% | $11,252-98.3% |