Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $984 | $76,522-98.7% | $56,033-98.2% | $145,884-99.3% |
| Participation rate | 62.5% | 63.2%-0.7pp | 52.5%+10.0pp | 80.3%-17.8pp |
| Annual return | 6.68% | 3014.28%-3007.6pp | 1711.38%-1704.7pp | 551.85%-545.2pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,041-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $368 | $2,624-86.0% | $1,954-81.2% | $6,690-94.5% |
| Admin fee / account holder | $2 | $3,328-100.0% | $2,827-99.9% | $13,392-100.0% |