Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $685 | $84,551-99.2% | $61,452-98.9% | $134,532-99.5% |
| Participation rate | 44.4% | 62.2%-17.8pp | 52.6%-8.1pp | 81.2%-36.8pp |
| Annual return | 0.00% | 585.39%-585.4pp | 338.96%-339.0pp | 418.27%-418.3pp |
| Employer contribution / active EE | $0 | $1,545-100.0% | $1,160-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $477 | $2,818-83.1% | $2,125-77.5% | $6,401-92.5% |
| Admin fee / account holder | $28 | $2,587-98.9% | $2,131-98.7% | $11,429-99.8% |