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 | $7,047 | $65,367-89.2% | $92,915-92.4% | $72,976-90.3% |
| Participation rate | 64.0% | 68.3%-4.3pp | 76.0%-12.0pp | 69.5%-5.5pp |
| Annual return | 33.19% | 42.11%-8.9pp | 109.45%-76.3pp | 81.02%-47.8pp |
| Employer contribution / active EE | $904 | $2,594-65.1% | $3,653-75.2% | $2,440-62.9% |
| Participant deferral / active EE | $1,809 | $3,128-42.2% | $4,238-57.3% | $3,608-49.9% |
| Admin fee / account holder | $56 | $4,251-98.7% | $5,796-99.0% | $5,124-98.9% |