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 | $2,643 | $91,198-97.1% | $178,503-98.5% | $79,856-96.7% |
| Participation rate | 69.8% | 69.2%+0.6pp | 81.9%-12.2pp | 69.6%+0.1pp |
| Annual return | 0.00% | 24.20%-24.2pp | 151.12%-151.1pp | 31.71%-31.7pp |
| Employer contribution / active EE | $865 | $3,257-73.4% | $5,011-82.7% | $2,471-65.0% |
| Participant deferral / active EE | $1,132 | $3,237-65.0% | $5,202-78.2% | $3,741-69.7% |
| Admin fee / account holder | $93 | $6,748-98.6% | $13,987-99.3% | $5,306-98.2% |