Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $5,706 | $34,316-83.4% | $74,723-92.4% | $72,976-92.2% |
| Participation rate | 32.0% | 42.4%-10.4pp | 54.5%-22.5pp | 69.5%-37.5pp |
| Annual return | 32.41% | 26.58%+5.8pp | 753.18%-720.8pp | 81.02%-48.6pp |
| Employer contribution / active EE | $1,301 | $692+88.1% | $1,084+20.0% | $2,440-46.7% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $1,962-100.0% | $3,608-100.0% |
| Admin fee / account holder | $232 | $2,125-89.1% | $3,335-93.1% | $5,124-95.5% |