Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $3,479 | $118,919-97.1% | $88,538-96.1% | $152,885-97.7% |
| Participation rate | 53.3% | 73.4%-20.0pp | 68.7%-15.4pp | 82.5%-29.1pp |
| Annual return | 8.59% | 47.92%-39.3pp | 43.64%-35.0pp | 345.39%-336.8pp |
| Employer contribution / active EE | $838 | $2,669-68.6% | $2,098-60.1% | $4,763-82.4% |
| Participant deferral / active EE | $635 | $3,549-82.1% | $2,914-78.2% | $5,851-89.1% |
| Admin fee / account holder | $13 | $5,876-99.8% | $4,310-99.7% | $11,598-99.9% |