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 | $5,741 | $32,037-82.1% | $69,182-91.7% | $62,881-90.9% |
| Participation rate | 28.6% | 43.4%-14.8pp | 55.1%-26.5pp | 69.3%-40.7pp |
| Annual return | 8.62% | 15.16%-6.5pp | -21.93%+30.5pp | 20.14%-11.5pp |
| Employer contribution / active EE | $507 | $679-25.3% | $1,206-57.9% | $2,281-77.8% |
| Participant deferral / active EE | $818 | $1,185-31.0% | $1,897-56.9% | $3,203-74.5% |
| Admin fee / account holder | $28 | $2,608-98.9% | $2,697-98.9% | $4,296-99.3% |