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 | $12,630 | $127,387-90.1% | $115,038-89.0% | $125,389-89.9% |
| Participation rate | 55.6% | 84.2%-28.6pp | 81.4%-25.8pp | 83.2%-27.6pp |
| Annual return | -1.29% | 31.28%-32.6pp | 26.14%-27.4pp | 282.24%-283.5pp |
| Employer contribution / active EE | $1,916 | $5,166-62.9% | $4,608-58.4% | $4,866-60.6% |
| Participant deferral / active EE | $2,899 | $6,423-54.9% | $6,026-51.9% | $5,352-45.8% |
| Admin fee / account holder | $21 | $9,516-99.8% | $8,175-99.7% | $9,541-99.8% |