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 | $14,793 | $97,550-84.8% | $120,344-87.7% | $87,485-83.1% |
| Participation rate | 32.5% | 72.8%-40.3pp | 76.7%-44.2pp | 68.9%-36.4pp |
| Annual return | 27.92% | 18.41%+9.5pp | 20.30%+7.6pp | 26.06%+1.9pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,834 | $4,230-9.4% | $5,135-25.3% | $4,274-10.3% |
| Admin fee / account holder | $222 | $9,543-97.7% | $12,742-98.3% | $7,775-97.1% |