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 | $5,023 | $102,663-95.1% | $86,216-94.2% | $139,466-96.4% |
| Participation rate | 46.2% | 74.5%-28.4pp | 69.0%-22.8pp | 80.3%-34.2pp |
| Annual return | 0.00% | 1924.52%-1924.5pp | 1169.42%-1169.4pp | 373.66%-373.7pp |
| Employer contribution / active EE | $697 | $3,035-77.0% | $2,382-70.7% | $4,754-85.3% |
| Participant deferral / active EE | $1,465 | $4,677-68.7% | $3,986-63.2% | $6,712-78.2% |
| Admin fee / account holder | $7 | $8,663-99.9% | $6,853-99.9% | $11,409-99.9% |