Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $16,149 | $96,236-83.2% | $136,072-88.1% | $80,935-80.0% |
| Participation rate | 44.0% | 71.2%-27.2pp | 76.4%-32.4pp | 67.7%-23.7pp |
| Annual return | 15.26% | 28.74%-13.5pp | 580.46%-565.2pp | 35.66%-20.4pp |
| Employer contribution / active EE | $1,660 | $3,350-50.4% | $4,216-60.6% | $2,757-39.8% |
| Participant deferral / active EE | $2,610 | $5,709-54.3% | $7,028-62.9% | $4,299-39.3% |
| Admin fee / account holder | $120 | $8,250-98.6% | $6,718-98.2% | $6,924-98.3% |