Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $4,705 | $34,316-86.3% | $74,722-93.7% | $72,975-93.6% |
| Participation rate | 40.7% | 42.4%-1.7pp | 54.5%-13.7pp | 69.5%-28.7pp |
| Annual return | 0.00% | 26.58%-26.6pp | 753.11%-753.1pp | 81.01%-81.0pp |
| Employer contribution / active EE | $564 | $692-18.5% | $1,084-48.0% | $2,440-76.9% |
| Participant deferral / active EE | $1,397 | $1,272+9.9% | $1,963-28.8% | $3,608-61.3% |
| Admin fee / account holder | $42 | $2,125-98.0% | $3,335-98.7% | $5,124-99.2% |