Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $5,939 | $175,231-96.6% | $149,696-96.0% | $139,466-95.7% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 0.00% | 166.77%-166.8pp | 134.46%-134.5pp | 373.66%-373.7pp |
| Employer contribution / active EE | $1,543 | $5,478-71.8% | $4,821-68.0% | $4,754-67.5% |
| Participant deferral / active EE | $4,042 | $6,521-38.0% | $5,682-28.9% | $6,712-39.8% |
| Admin fee / account holder | $115 | $16,155-99.3% | $13,212-99.1% | $11,409-99.0% |