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 | $3,796 | $95,915-96.0% | $79,580-95.2% | $134,532-97.2% |
| Participation rate | 66.7% | 75.0%-8.4pp | 69.5%-2.8pp | 81.2%-14.6pp |
| Annual return | 0.00% | -2.71%+2.7pp | 0.15%-0.2pp | 418.27%-418.3pp |
| Employer contribution / active EE | $2,761 | $3,129-11.7% | $2,413+14.4% | $4,741-41.8% |
| Participant deferral / active EE | $5,819 | $4,693+24.0% | $3,985+46.0% | $6,401-9.1% |
| Admin fee / account holder | $285 | $9,132-96.9% | $6,835-95.8% | $11,429-97.5% |