Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $4,657 | $105,960-95.6% | $81,726-94.3% | $158,982-97.1% |
| Participation rate | 25.0% | 75.6%-50.6pp | 72.0%-47.0pp | 82.0%-57.0pp |
| Annual return | 13.85% | 38.19%-24.3pp | 29.49%-15.6pp | 302.99%-289.1pp |
| Employer contribution / active EE | $321 | $7,805-95.9% | $4,311-92.5% | $4,763-93.3% |
| Participant deferral / active EE | $853 | $13,011-93.4% | $7,108-88.0% | $5,983-85.7% |
| Admin fee / account holder | $90 | $8,494-98.9% | $5,160-98.3% | $11,252-99.2% |