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 | $9,964 | $215,361-95.4% | $171,082-94.2% | $273,972-96.4% |
| Participation rate | 23.8% | 82.0%-58.2pp | 76.7%-52.9pp | 83.0%-59.2pp |
| Annual return | 0.00% | 25.14%-25.1pp | 32.56%-32.6pp | 41.46%-41.5pp |
| Employer contribution / active EE | $567 | $4,967-88.6% | $4,002-85.8% | $4,869-88.4% |
| Participant deferral / active EE | $2,262 | $5,543-59.2% | $4,797-52.8% | $5,287-57.2% |
| Admin fee / account holder | $216 | $10,846-98.0% | $8,520-97.5% | $10,133-97.9% |