Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $7,088 | $190,879-96.3% | $160,009-95.6% | $134,532-94.7% |
| Participation rate | 69.2% | 82.0%-12.7pp | 78.0%-8.7pp | 81.2%-12.0pp |
| Annual return | -10.83% | 552.63%-563.5pp | 408.85%-419.7pp | 418.27%-429.1pp |
| Employer contribution / active EE | $751 | $4,995-85.0% | $4,225-82.2% | $4,741-84.2% |
| Participant deferral / active EE | $1,828 | $6,924-73.6% | $6,183-70.4% | $6,401-71.4% |
| Admin fee / account holder | $36 | $10,495-99.7% | $8,715-99.6% | $11,429-99.7% |