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 | $2,233 | $35,183-93.7% | $73,550-97.0% | $70,126-96.8% |
| Participation rate | 39.5% | 42.9%-3.4pp | 54.9%-15.4pp | 69.5%-30.0pp |
| Annual return | 21.04% | 26.90%-5.9pp | -15.16%+36.2pp | 73.15%-52.1pp |
| Employer contribution / active EE | $109 | $709-84.6% | $1,219-91.1% | $2,343-95.4% |
| Participant deferral / active EE | $435 | $1,220-64.3% | $1,804-75.9% | $3,332-86.9% |
| Admin fee / account holder | $170 | $2,302-92.6% | $2,320-92.7% | $4,645-96.3% |