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 | $3,908 | $108,285-96.4% | $77,552-95.0% | $158,982-97.5% |
| Participation rate | 35.7% | 64.4%-28.7pp | 54.2%-18.5pp | 82.0%-46.3pp |
| Annual return | 0.00% | 31.69%-31.7pp | 54.82%-54.8pp | 302.99%-303.0pp |
| Employer contribution / active EE | $100 | $1,325-92.5% | $987-89.9% | $4,763-97.9% |
| Participant deferral / active EE | $1,185 | $2,455-51.8% | $1,861-36.3% | $5,983-80.2% |
| Admin fee / account holder | $1 | $3,709-100.0% | $2,859-100.0% | $11,252-100.0% |