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 | $4,859 | $32,117-84.9% | $71,086-93.2% | $64,181-92.4% |
| Participation rate | 14.8% | 42.7%-27.9pp | 54.7%-39.8pp | 69.6%-54.8pp |
| Annual return | 0.00% | -5.57%+5.6pp | 650.59%-650.6pp | 7.63%-7.6pp |
| Employer contribution / active EE | $300 | $712-57.9% | $1,088-72.5% | $2,381-87.4% |
| Participant deferral / active EE | $678 | $1,263-46.3% | $1,874-63.8% | $3,470-80.4% |
| Admin fee / account holder | $10 | $2,759-99.7% | $3,082-99.7% | $4,887-99.8% |