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 | $9,412 | $131,835-92.9% | $108,582-91.3% | $273,972-96.6% |
| Participation rate | 55.6% | 83.5%-27.9pp | 79.6%-24.0pp | 83.0%-27.5pp |
| Annual return | 14.54% | -91.57%+106.1pp | -51.70%+66.2pp | 41.46%-26.9pp |
| Employer contribution / active EE | $1,118 | $4,913-77.2% | $3,758-70.3% | $4,869-77.0% |
| Participant deferral / active EE | $1,936 | $5,127-62.2% | $4,311-55.1% | $5,287-63.4% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |