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 | $9,861 | $98,240-90.0% | $82,312-88.0% | $147,586-93.3% |
| Participation rate | 56.5% | 79.7%-23.2pp | 76.9%-20.4pp | 82.8%-26.3pp |
| Annual return | 17.47% | 30.85%-13.4pp | 25.88%-8.4pp | 578.59%-561.1pp |
| Employer contribution / active EE | $1,297 | $3,192-59.4% | $2,428-46.6% | $4,876-73.4% |
| Participant deferral / active EE | $2,104 | $4,383-52.0% | $3,706-43.2% | $5,439-61.3% |
| Admin fee / account holder | $73 | $8,563-99.1% | $5,608-98.7% | $10,886-99.3% |