Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $15,210 | $165,939-90.8% | $122,354-87.6% | $147,586-89.7% |
| Participation rate | 37.5% | 79.6%-42.1pp | 71.6%-34.1pp | 82.8%-45.3pp |
| Annual return | 0.00% | 34.56%-34.6pp | 30.28%-30.3pp | 578.59%-578.6pp |
| Employer contribution / active EE | $1,097 | $5,754-80.9% | $4,051-72.9% | $4,876-77.5% |
| Participant deferral / active EE | $4,500 | $4,005+12.3% | $3,287+36.9% | $5,439-17.3% |
| Admin fee / account holder | $0 | $7,425-100.0% | $5,479-100.0% | $10,886-100.0% |