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 | $13,716 | $113,338-87.9% | $94,993-85.6% | $147,586-90.7% |
| Participation rate | 69.2% | 78.0%-8.7pp | 73.9%-4.7pp | 82.8%-13.6pp |
| Annual return | 0.00% | 20.80%-20.8pp | 27.14%-27.1pp | 578.59%-578.6pp |
| Employer contribution / active EE | $7,330 | $3,160+131.9% | $2,603+181.5% | $4,876+50.3% |
| Participant deferral / active EE | $2,585 | $3,777-31.6% | $3,317-22.1% | $5,439-52.5% |
| Admin fee / account holder | $190 | $6,063-96.9% | $4,960-96.2% | $10,886-98.3% |