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 | $14,636 | $106,923-86.3% | $84,023-82.6% | $152,909-90.4% |
| Participation rate | 33.3% | 75.3%-41.9pp | 69.0%-35.7pp | 82.5%-49.1pp |
| Annual return | 0.00% | 105.02%-105.0pp | 71.32%-71.3pp | 345.46%-345.5pp |
| Employer contribution / active EE | $1,664 | $2,735-39.2% | $1,984-16.1% | $4,764-65.1% |
| Participant deferral / active EE | $3,033 | $4,013-24.4% | $3,239-6.4% | $5,851-48.2% |
| Admin fee / account holder | $32 | $8,289-99.6% | $6,102-99.5% | $11,601-99.7% |