Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $3,732 | $57,119-93.5% | $85,187-95.6% | $80,935-95.4% |
| Participation rate | 48.8% | 56.4%-7.6pp | 67.5%-18.7pp | 67.7%-18.9pp |
| Annual return | 21.24% | 21.70%-0.5pp | 66.67%-45.4pp | 35.66%-14.4pp |
| Employer contribution / active EE | $367 | $1,802-79.6% | $2,732-86.6% | $2,757-86.7% |
| Participant deferral / active EE | $1,128 | $3,115-63.8% | $4,525-75.1% | $4,299-73.8% |
| Admin fee / account holder | $23 | $4,990-99.5% | $6,162-99.6% | $6,924-99.7% |