Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $5,315 | $93,064-94.3% | $74,577-92.9% | $273,972-98.1% |
| Participation rate | 37.5% | 74.9%-37.4pp | 68.1%-30.6pp | 83.0%-45.5pp |
| Annual return | 14.78% | 26.18%-11.4pp | 20.47%-5.7pp | 41.46%-26.7pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,525-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,346 | $4,160-67.7% | $3,458-61.1% | $5,287-74.6% |
| Admin fee / account holder | $19 | $5,273-99.6% | $4,138-99.5% | $10,133-99.8% |