Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $1,507 | $27,639-94.5% | $61,501-97.5% | $68,490-97.8% |
| Participation rate | 1.3% | 39.5%-38.2pp | 52.6%-51.3pp | 67.9%-66.6pp |
| Annual return | -17.47% | -13.19%-4.3pp | 339.04%-356.5pp | -7.85%-9.6pp |
| Employer contribution / active EE | $0 | $696-100.0% | $1,160-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $0 | $1,264-100.0% | $2,125-100.0% | $4,028-100.0% |
| Admin fee / account holder | $16 | $2,012-99.2% | $2,132-99.2% | $5,403-99.7% |