Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $5,716 | $48,078-88.1% | $78,676-92.7% | $62,881-90.9% |
| Participation rate | 35.8% | 65.2%-29.4pp | 73.6%-37.7pp | 69.3%-33.5pp |
| Annual return | 218.86% | 31.36%+187.5pp | 62.19%+156.7pp | 20.14%+198.7pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $907 | $2,587-64.9% | $3,517-74.2% | $3,203-71.7% |
| Admin fee / account holder | $139 | $3,206-95.7% | $4,510-96.9% | $4,296-96.8% |