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 | $8,753 | $134,001-93.5% | $112,258-92.2% | $134,509-93.5% |
| Participation rate | 62.5% | 78.6%-16.1pp | 75.1%-12.6pp | 81.2%-18.7pp |
| Annual return | 0.00% | 47.15%-47.2pp | 27.47%-27.5pp | 418.13%-418.1pp |
| Employer contribution / active EE | $1,126 | $4,039-72.1% | $3,636-69.0% | $4,741-76.2% |
| Participant deferral / active EE | $1,535 | $5,291-71.0% | $4,728-67.5% | $6,400-76.0% |
| Admin fee / account holder | $233 | $7,491-96.9% | $6,411-96.4% | $11,427-98.0% |