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 | $8,253 | $117,444-93.0% | $99,479-91.7% | $152,909-94.6% |
| Participation rate | 52.2% | 77.5%-25.4pp | 73.8%-21.7pp | 82.5%-30.3pp |
| Annual return | 37.72% | 31.87%+5.8pp | 30.72%+7.0pp | 345.46%-307.7pp |
| Employer contribution / active EE | $480 | $3,014-84.1% | $2,540-81.1% | $4,764-89.9% |
| Participant deferral / active EE | $2,128 | $4,086-47.9% | $3,619-41.2% | $5,851-63.6% |
| Admin fee / account holder | $21 | $7,635-99.7% | $6,253-99.7% | $11,601-99.8% |