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 | $19,613 | $153,311-87.2% | $109,313-82.1% | $273,972-92.8% |
| Participation rate | 9.1% | 80.1%-71.0pp | 71.3%-62.2pp | 83.0%-73.9pp |
| Annual return | 9.19% | 29.86%-20.7pp | 22.07%-12.9pp | 41.46%-32.3pp |
| Employer contribution / active EE | $241 | $5,619-95.7% | $3,892-93.8% | $4,869-95.0% |
| Participant deferral / active EE | $302 | $3,932-92.3% | $3,166-90.5% | $5,287-94.3% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,133-100.0% |