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 | $2,897 | $45,312-93.6% | $86,233-96.6% | $67,986-95.7% |
| Participation rate | 3.5% | 42.4%-38.9pp | 69.0%-65.5pp | 57.2%-53.7pp |
| Annual return | 18.09% | 24.79%-6.7pp | 61.39%-43.3pp | 31.67%-13.6pp |
| Employer contribution / active EE | $0 | $1,160-100.0% | $2,504-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $0 | $2,185-100.0% | $4,559-100.0% | $3,358-100.0% |
| Admin fee / account holder | $37 | $3,295-98.9% | $8,342-99.6% | $3,203-98.9% |