Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $7,436 | $118,875-93.7% | $96,572-92.3% | $167,553-95.6% |
| Participation rate | 46.2% | 75.5%-29.3pp | 69.8%-23.7pp | 82.1%-36.0pp |
| Annual return | 24.63% | 50.50%-25.9pp | 37.79%-13.2pp | 478.89%-454.3pp |
| Employer contribution / active EE | $1,817 | $3,121-41.8% | $2,357-22.9% | $4,840-62.5% |
| Participant deferral / active EE | $2,012 | $4,617-56.4% | $3,850-47.7% | $6,343-68.3% |
| Admin fee / account holder | $48 | $8,070-99.4% | $6,183-99.2% | $12,316-99.6% |