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 | $468 | $174,379-99.7% | $152,093-99.7% | $138,895-99.7% |
| Participation rate | 18.2% | 81.6%-63.5pp | 77.8%-59.6pp | 79.9%-61.7pp |
| Annual return | 13.87% | 74.86%-61.0pp | 66.36%-52.5pp | 145.39%-131.5pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $6,159-100.0% | $5,451-100.0% | $6,396-100.0% |
| Admin fee / account holder | $279 | $16,880-98.3% | $14,497-98.1% | $12,562-97.8% |