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 | $8,014 | $46,697-82.8% | $117,533-93.2% | $68,486-88.3% |
| Participation rate | 12.1% | 56.8%-44.7pp | 70.6%-58.5pp | 67.9%-55.8pp |
| Annual return | 0.00% | -14.52%+14.5pp | 29.77%-29.8pp | -7.85%+7.9pp |
| Employer contribution / active EE | $352 | $1,506-76.6% | $4,179-91.6% | $2,597-86.5% |
| Participant deferral / active EE | $885 | $2,637-66.4% | $4,072-78.3% | $4,028-78.0% |
| Admin fee / account holder | $0 | $4,023-100.0% | $5,647-100.0% | $5,404-100.0% |