Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $11,131 | $48,364-77.0% | $71,796-84.5% | $62,881-82.3% |
| Participation rate | 51.1% | 60.6%-9.6pp | 69.1%-18.0pp | 69.3%-18.2pp |
| Annual return | 0.00% | 13.16%-13.2pp | 78.04%-78.0pp | 20.14%-20.1pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,603 | $2,091-23.3% | $2,794-42.6% | $3,203-50.0% |
| Admin fee / account holder | $196 | $3,771-94.8% | $4,815-95.9% | $4,296-95.4% |