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 | $3,160 | $118,877-97.3% | $96,570-96.7% | $167,536-98.1% |
| Participation rate | 18.2% | 75.5%-57.3pp | 69.8%-51.6pp | 82.1%-63.9pp |
| Annual return | 13.64% | 50.50%-36.9pp | 37.79%-24.2pp | 478.82%-465.2pp |
| Employer contribution / active EE | $0 | $3,121-100.0% | $2,357-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $0 | $4,617-100.0% | $3,849-100.0% | $6,342-100.0% |
| Admin fee / account holder | $28 | $8,069-99.7% | $6,182-99.6% | $12,315-99.8% |