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 | $10,229 | $70,418-85.5% | $96,570-89.4% | $85,847-88.1% |
| Participation rate | 32.1% | 61.8%-29.7pp | 69.8%-37.7pp | 69.3%-37.2pp |
| Annual return | 0.00% | 18.59%-18.6pp | 37.79%-37.8pp | 318.61%-318.6pp |
| Employer contribution / active EE | $1,047 | $1,413-25.9% | $2,357-55.6% | $2,565-59.2% |
| Participant deferral / active EE | $1,573 | $2,894-45.7% | $3,849-59.1% | $3,952-60.2% |
| Admin fee / account holder | $22 | $4,995-99.6% | $6,182-99.6% | $6,261-99.6% |