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 | $15,048 | $198,462-92.4% | $170,439-91.2% | $147,585-89.8% |
| Participation rate | 15.4% | 88.0%-72.6pp | 83.6%-68.2pp | 82.8%-67.4pp |
| Annual return | 0.00% | 257.30%-257.3pp | 205.94%-205.9pp | 578.58%-578.6pp |
| Employer contribution / active EE | $0 | $6,184-100.0% | $5,433-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,308 | $5,629-59.0% | $4,939-53.3% | $5,439-57.6% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |