Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $9,150 | $72,027-87.3% | $185,835-95.1% | $79,852-88.5% |
| Participation rate | 25.9% | 65.8%-39.8pp | 78.0%-52.1pp | 69.6%-43.7pp |
| Annual return | 0.00% | 23.13%-23.1pp | 35.96%-36.0pp | 31.72%-31.7pp |
| Employer contribution / active EE | $650 | $1,965-66.9% | $4,087-84.1% | $2,471-73.7% |
| Participant deferral / active EE | $1,520 | $3,780-59.8% | $5,633-73.0% | $3,740-59.4% |
| Admin fee / account holder | $0 | $4,513-100.0% | $9,502-100.0% | $5,306-100.0% |