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 | $9,035 | $106,247-91.5% | $96,515-90.6% | $139,466-93.5% |
| Participation rate | 55.6% | 77.8%-22.3pp | 74.3%-18.8pp | 80.3%-24.8pp |
| Annual return | 24.88% | 38.47%-13.6pp | 35.73%-10.8pp | 373.66%-348.8pp |
| Employer contribution / active EE | $1,022 | $4,106-75.1% | $3,740-72.7% | $4,754-78.5% |
| Participant deferral / active EE | $2,260 | $5,456-58.6% | $4,880-53.7% | $6,712-66.3% |
| Admin fee / account holder | $0 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |