Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $3,376 | $104,106-96.8% | $71,086-95.3% | $135,382-97.5% |
| Participation rate | 44.4% | 65.7%-21.2pp | 54.7%-10.2pp | 82.6%-38.2pp |
| Annual return | -8.61% | 1256.30%-1264.9pp | 650.59%-659.2pp | 519.77%-528.4pp |
| Employer contribution / active EE | $233 | $1,485-84.3% | $1,088-78.6% | $4,779-95.1% |
| Participant deferral / active EE | $1,039 | $2,527-58.9% | $1,874-44.6% | $5,609-81.5% |
| Admin fee / account holder | $14 | $4,142-99.7% | $3,082-99.6% | $10,829-99.9% |