Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $7,744 | $80,992-90.4% | $96,534-92.0% | $75,173-89.7% |
| Participation rate | 57.1% | 71.8%-14.6pp | 76.0%-18.8pp | 67.2%-10.1pp |
| Annual return | 56.17% | 27.05%+29.1pp | 25.88%+30.3pp | 160.72%-104.6pp |
| Employer contribution / active EE | $1,006 | $2,283-55.9% | $2,965-66.1% | $2,671-62.3% |
| Participant deferral / active EE | $2,365 | $3,929-39.8% | $4,851-51.2% | $4,126-42.7% |
| Admin fee / account holder | $128 | $6,717-98.1% | $8,253-98.5% | $5,651-97.7% |