Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $5,200 | $106,918-95.1% | $84,021-93.8% | $152,897-96.6% |
| Participation rate | 47.1% | 75.2%-28.2pp | 69.0%-22.0pp | 82.5%-35.4pp |
| Annual return | 0.00% | 105.01%-105.0pp | 71.32%-71.3pp | 345.43%-345.4pp |
| Employer contribution / active EE | $795 | $2,735-70.9% | $1,984-59.9% | $4,764-83.3% |
| Participant deferral / active EE | $2,062 | $4,012-48.6% | $3,239-36.3% | $5,851-64.8% |
| Admin fee / account holder | $0 | $8,288-100.0% | $6,102-100.0% | $11,599-100.0% |