Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $4,766 | $110,551-95.7% | $80,741-94.1% | $167,518-97.2% |
| Participation rate | 64.7% | 64.0%+0.7pp | 54.2%+10.5pp | 82.1%-17.4pp |
| Annual return | 0.00% | 120.57%-120.6pp | 87.30%-87.3pp | 478.71%-478.7pp |
| Employer contribution / active EE | $494 | $1,543-67.9% | $1,160-57.4% | $4,838-89.8% |
| Participant deferral / active EE | $3,150 | $2,870+9.7% | $2,145+46.8% | $6,342-50.3% |
| Admin fee / account holder | $152 | $4,547-96.7% | $3,380-95.5% | $12,312-98.8% |