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 | $8,217 | $209,425-96.1% | $178,499-95.4% | $158,966-94.8% |
| Participation rate | 46.2% | 86.4%-40.2pp | 81.9%-35.8pp | 82.0%-35.8pp |
| Annual return | 0.00% | 188.80%-188.8pp | 151.10%-151.1pp | 302.95%-302.9pp |
| Employer contribution / active EE | $1,189 | $5,707-79.2% | $5,011-76.3% | $4,762-75.0% |
| Participant deferral / active EE | $2,589 | $5,955-56.5% | $5,202-50.2% | $5,983-56.7% |
| Admin fee / account holder | $17 | $17,078-99.9% | $13,986-99.9% | $11,250-99.9% |