Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $8,854 | $67,602-86.9% | $82,312-89.2% | $70,126-87.4% |
| Participation rate | 35.8% | 72.8%-36.9pp | 76.9%-41.0pp | 69.5%-33.7pp |
| Annual return | 189.00% | 21.57%+167.4pp | 25.88%+163.1pp | 73.15%+115.9pp |
| Employer contribution / active EE | $849 | $1,755-51.6% | $2,428-65.0% | $2,343-63.7% |
| Participant deferral / active EE | $1,735 | $2,987-41.9% | $3,706-53.2% | $3,332-47.9% |
| Admin fee / account holder | $84 | $4,512-98.1% | $5,608-98.5% | $4,645-98.2% |