Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $5,080 | $92,743-94.5% | $82,744-93.9% | $134,532-96.2% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | 0.00% | 946.63%-946.6pp | 702.22%-702.2pp | 418.27%-418.3pp |
| Employer contribution / active EE | $876 | $3,273-73.2% | $3,008-70.9% | $4,741-81.5% |
| Participant deferral / active EE | $1,701 | $4,802-64.6% | $4,395-61.3% | $6,401-73.4% |
| Admin fee / account holder | $2 | $5,977-100.0% | $5,325-100.0% | $11,429-100.0% |