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 | $15,713 | $65,395-76.0% | $182,540-91.4% | $72,975-78.5% |
| Participation rate | 43.3% | 65.4%-22.1pp | 78.0%-34.6pp | 69.5%-26.2pp |
| Annual return | 39.62% | 27.68%+11.9pp | 148.58%-109.0pp | 81.01%-41.4pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,076-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,109 | $3,563-12.7% | $5,525-43.7% | $3,608-13.8% |
| Admin fee / account holder | $175 | $4,245-95.9% | $8,593-98.0% | $5,124-96.6% |