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 | $382 | $25,979-98.5% | $71,778-99.5% | $68,490-99.4% |
| Participation rate | 54.0% | 54.5%-0.5pp | 62.3%-8.3pp | 67.9%-13.9pp |
| Annual return | 0.00% | -15.10%+15.1pp | 9.15%-9.2pp | -7.85%+7.9pp |
| Employer contribution / active EE | $117 | $900-87.1% | $1,704-93.2% | $2,597-95.5% |
| Participant deferral / active EE | $217 | $1,522-85.7% | $2,656-91.8% | $4,028-94.6% |
| Admin fee / account holder | $18 | $2,022-99.1% | $3,974-99.6% | $5,403-99.7% |