Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $7,981 | $65,364-87.8% | $92,909-91.4% | $72,975-89.1% |
| Participation rate | 14.8% | 68.3%-53.5pp | 76.0%-61.2pp | 69.5%-54.7pp |
| Annual return | 0.00% | 42.11%-42.1pp | 109.44%-109.4pp | 81.01%-81.0pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,716 | $3,128-45.2% | $4,238-59.5% | $3,608-52.4% |
| Admin fee / account holder | $212 | $4,251-95.0% | $5,795-96.3% | $5,124-95.9% |