Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $3,843 | $73,988-94.8% | $96,538-96.0% | $75,177-94.9% |
| Participation rate | 54.0% | 66.4%-12.5pp | 74.3%-20.4pp | 67.2%-13.2pp |
| Annual return | 19.09% | 26.73%-7.6pp | 35.74%-16.7pp | 160.75%-141.7pp |
| Employer contribution / active EE | $970 | $2,930-66.9% | $3,740-74.1% | $2,671-63.7% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $5,220-100.0% | $6,737-100.0% | $5,651-100.0% |