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 | $1,573 | $32,117-95.1% | $71,089-97.8% | $64,173-97.5% |
| Participation rate | 37.7% | 42.7%-5.0pp | 54.6%-17.0pp | 69.6%-31.9pp |
| Annual return | 0.00% | -5.57%+5.6pp | 650.65%-650.6pp | 7.63%-7.6pp |
| Employer contribution / active EE | $199 | $712-72.0% | $1,088-81.7% | $2,381-91.6% |
| Participant deferral / active EE | $622 | $1,263-50.8% | $1,873-66.8% | $3,470-82.1% |
| Admin fee / account holder | $21 | $2,759-99.2% | $3,082-99.3% | $4,887-99.6% |