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 | $5,997 | $58,714-89.8% | $142,874-95.8% | $85,856-93.0% |
| Participation rate | 56.2% | 58.5%-2.3pp | 72.0%-15.8pp | 69.3%-13.2pp |
| Annual return | 0.00% | 27.73%-27.7pp | 5638.58%-5638.6pp | 318.58%-318.6pp |
| Employer contribution / active EE | $925 | $1,423-35.0% | $4,145-77.7% | $2,565-63.9% |
| Participant deferral / active EE | $1,306 | $2,608-49.9% | $3,838-66.0% | $3,952-66.9% |
| Admin fee / account holder | $109 | $4,241-97.4% | $6,561-98.3% | $6,261-98.3% |