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 | $3,172 | $47,944-93.4% | $67,834-95.3% | $62,881-95.0% |
| Participation rate | 43.6% | 61.1%-17.5pp | 68.8%-25.2pp | 69.3%-25.7pp |
| Annual return | 10.36% | 11.77%-1.4pp | 138.47%-128.1pp | 20.14%-9.8pp |
| Employer contribution / active EE | $0 | $1,562-100.0% | $2,403-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $852 | $2,247-62.1% | $3,160-73.0% | $3,203-73.4% |
| Admin fee / account holder | $202 | $3,712-94.6% | $4,622-95.6% | $4,296-95.3% |