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 | $7,070 | $108,212-93.5% | $77,513-90.9% | $158,966-95.6% |
| Participation rate | 36.8% | 64.4%-27.6pp | 54.2%-17.4pp | 82.0%-45.1pp |
| Annual return | 0.00% | 31.67%-31.7pp | 54.81%-54.8pp | 302.95%-302.9pp |
| Employer contribution / active EE | $227 | $1,325-82.8% | $987-77.0% | $4,762-95.2% |
| Participant deferral / active EE | $2,181 | $2,455-11.2% | $1,861+17.2% | $5,983-63.5% |
| Admin fee / account holder | $6 | $3,709-99.8% | $2,859-99.8% | $11,250-99.9% |