Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $9,504 | $81,664-88.4% | $70,476-86.5% | $158,966-94.0% |
| Participation rate | 20.0% | 77.7%-57.7pp | 75.1%-55.1pp | 82.0%-62.0pp |
| Annual return | 21.59% | 208.59%-187.0pp | 109.12%-87.5pp | 302.95%-281.4pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,738-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,064 | $4,556-76.7% | $3,710-71.3% | $5,983-82.2% |
| Admin fee / account holder | $90 | $6,197-98.5% | $3,847-97.7% | $11,250-99.2% |