Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $11,097 | $107,941-89.7% | $91,994-87.9% | $152,897-92.7% |
| Participation rate | 66.7% | 81.2%-14.5pp | 78.6%-12.0pp | 82.5%-15.8pp |
| Annual return | 0.00% | 89.28%-89.3pp | 69.04%-69.0pp | 345.43%-345.4pp |
| Employer contribution / active EE | $2,680 | $4,212-36.4% | $3,453-22.4% | $4,764-43.7% |
| Participant deferral / active EE | $4,271 | $6,366-32.9% | $5,924-27.9% | $5,851-27.0% |
| Admin fee / account holder | $42 | $10,521-99.6% | $7,744-99.5% | $11,599-99.6% |