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 | $4,568 | $61,660-92.6% | $80,022-94.3% | $64,173-92.9% |
| Participation rate | 45.5% | 71.7%-26.2pp | 75.8%-30.4pp | 69.6%-24.1pp |
| Annual return | 5.09% | -0.33%+5.4pp | 11.22%-6.1pp | 7.63%-2.5pp |
| Employer contribution / active EE | $861 | $1,810-52.4% | $2,468-65.1% | $2,381-63.8% |
| Participant deferral / active EE | $0 | $2,968-100.0% | $3,686-100.0% | $3,470-100.0% |
| Admin fee / account holder | $31 | $5,417-99.4% | $6,521-99.5% | $4,887-99.4% |