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 | $1,403 | $158,852-99.1% | $121,220-98.8% | $135,379-99.0% |
| Participation rate | 18.8% | 79.3%-60.6pp | 71.8%-53.0pp | 82.6%-63.9pp |
| Annual return | 0.00% | -0.64%+0.6pp | 16.94%-16.9pp | 519.79%-519.8pp |
| Employer contribution / active EE | $108 | $5,666-98.1% | $4,023-97.3% | $4,779-97.7% |
| Participant deferral / active EE | $163 | $4,006-95.9% | $3,345-95.1% | $5,609-97.1% |
| Admin fee / account holder | $3 | $6,515-99.9% | $5,021-99.9% | $10,828-100.0% |