Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $11,489 | $78,694-85.4% | $67,653-83.0% | $125,388-90.8% |
| Participation rate | 62.5% | 78.8%-16.3pp | 75.7%-13.2pp | 83.2%-20.7pp |
| Annual return | 7.82% | 9.46%-1.6pp | 6625.22%-6617.4pp | 282.24%-274.4pp |
| Employer contribution / active EE | $1,388 | $3,044-54.4% | $2,266-38.7% | $4,866-71.5% |
| Participant deferral / active EE | $2,445 | $4,292-43.0% | $3,560-31.3% | $5,352-54.3% |
| Admin fee / account holder | $0 | $7,403-100.0% | $4,821-100.0% | $9,541-100.0% |