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 | $8,232 | $39,132-79.0% | $57,196-85.6% | $62,881-86.9% |
| Participation rate | 57.1% | 70.5%-13.3pp | 75.3%-18.2pp | 69.3%-12.2pp |
| Annual return | 0.00% | 9.24%-9.2pp | 14.59%-14.6pp | 20.14%-20.1pp |
| Employer contribution / active EE | $1,711 | $1,874-8.7% | $2,683-36.2% | $2,281-25.0% |
| Participant deferral / active EE | $1,182 | $2,374-50.2% | $3,096-61.8% | $3,203-63.1% |
| Admin fee / account holder | $30 | $2,594-98.8% | $3,141-99.0% | $4,296-99.3% |