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 | $7,634 | $98,776-92.3% | $149,745-94.9% | $79,856-90.4% |
| Participation rate | 66.3% | 75.8%-9.5pp | 82.5%-16.2pp | 69.6%-3.4pp |
| Annual return | 0.00% | 27.38%-27.4pp | 276.72%-276.7pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,308 | $3,217-59.3% | $4,646-71.8% | $2,471-47.1% |
| Participant deferral / active EE | $2,992 | $5,681-47.3% | $6,843-56.3% | $3,741-20.0% |
| Admin fee / account holder | $210 | $6,053-96.5% | $9,312-97.7% | $5,306-96.0% |