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 | $14,886 | $97,881-84.8% | $80,004-81.4% | $125,389-88.1% |
| Participation rate | 42.1% | 77.9%-35.8pp | 73.0%-30.9pp | 83.2%-41.1pp |
| Annual return | -0.83% | 9.36%-10.2pp | 7.63%-8.5pp | 282.24%-283.1pp |
| Employer contribution / active EE | $393 | $3,128-87.4% | $2,473-84.1% | $4,866-91.9% |
| Participant deferral / active EE | $2,015 | $3,744-46.2% | $3,204-37.1% | $5,352-62.4% |
| Admin fee / account holder | $0 | $6,278-100.0% | $5,033-100.0% | $9,541-100.0% |