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 | $6,282 | $63,365-90.1% | $91,994-93.2% | $72,976-91.4% |
| Participation rate | 23.1% | 72.5%-49.4pp | 78.6%-55.6pp | 69.5%-46.4pp |
| Annual return | 22.95% | 35.35%-12.4pp | 69.04%-46.1pp | 81.02%-58.1pp |
| Employer contribution / active EE | $308 | $2,116-85.4% | $3,453-91.1% | $2,440-87.4% |
| Participant deferral / active EE | $0 | $4,883-100.0% | $5,924-100.0% | $3,608-100.0% |
| Admin fee / account holder | $6 | $4,670-99.9% | $7,744-99.9% | $5,124-99.9% |