Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $9,029 | $63,365-85.8% | $91,994-90.2% | $72,976-87.6% |
| Participation rate | 28.0% | 72.5%-44.5pp | 78.6%-50.6pp | 69.5%-41.5pp |
| Annual return | 0.00% | 35.35%-35.3pp | 69.04%-69.0pp | 81.02%-81.0pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,453-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,332 | $4,883-52.3% | $5,924-60.6% | $3,608-35.4% |
| Admin fee / account holder | $14 | $4,670-99.7% | $7,744-99.8% | $5,124-99.7% |