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 | $4,060 | $103,387-96.1% | $87,102-95.3% | $152,885-97.3% |
| Participation rate | 55.6% | 79.4%-23.8pp | 76.9%-21.3pp | 82.5%-26.9pp |
| Annual return | 0.00% | 28.10%-28.1pp | 28.19%-28.2pp | 345.39%-345.4pp |
| Employer contribution / active EE | $961 | $3,221-70.2% | $2,521-61.9% | $4,763-79.8% |
| Participant deferral / active EE | $2,189 | $4,778-54.2% | $4,048-45.9% | $5,851-62.6% |
| Admin fee / account holder | $296 | $12,193-97.6% | $7,491-96.0% | $11,598-97.4% |