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 | $998 | $27,639-96.4% | $61,501-98.4% | $68,490-98.5% |
| Participation rate | 62.5% | 39.5%+23.0pp | 52.6%+9.9pp | 67.9%-5.4pp |
| Annual return | 0.00% | -13.19%+13.2pp | 339.04%-339.0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $313 | $696-55.0% | $1,160-73.0% | $2,597-87.9% |
| Participant deferral / active EE | $363 | $1,264-71.3% | $2,125-82.9% | $4,028-91.0% |
| Admin fee / account holder | $0 | $2,012-100.0% | $2,132-100.0% | $5,403-100.0% |