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 | $9,139 | $53,837-83.0% | $75,714-87.9% | $85,847-89.4% |
| Participation rate | 62.9% | 69.1%-6.1pp | 74.8%-11.9pp | 69.3%-6.4pp |
| Annual return | 31.36% | 24.54%+6.8pp | 104.62%-73.3pp | 318.61%-287.2pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,744-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,050 | $2,895-29.2% | $3,820-46.3% | $3,952-48.1% |
| Admin fee / account holder | $146 | $3,339-95.6% | $3,619-96.0% | $6,261-97.7% |