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 | $3,028 | $156,927-98.1% | $121,169-97.5% | $139,456-97.8% |
| Participation rate | 33.3% | 76.4%-43.1pp | 69.5%-36.2pp | 80.3%-47.0pp |
| Annual return | 0.00% | 1475.85%-1475.8pp | 986.71%-986.7pp | 373.45%-373.4pp |
| Employer contribution / active EE | $388 | $5,542-93.0% | $4,168-90.7% | $4,753-91.8% |
| Participant deferral / active EE | $554 | $4,848-88.6% | $4,083-86.4% | $6,711-91.7% |
| Admin fee / account holder | $3 | $6,946-100.0% | $5,645-99.9% | $11,407-100.0% |