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 | $9,438 | $90,486-89.6% | $78,676-88.0% | $273,972-96.6% |
| Participation rate | 60.0% | 76.5%-16.5pp | 73.6%-13.6pp | 83.0%-23.0pp |
| Annual return | 18.02% | 75.62%-57.6pp | 62.19%-44.2pp | 41.46%-23.4pp |
| Employer contribution / active EE | $1,368 | $3,175-56.9% | $2,850-52.0% | $4,869-71.9% |
| Participant deferral / active EE | $2,457 | $3,901-37.0% | $3,517-30.1% | $5,287-53.5% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |