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 | $7,775 | $47,848-83.8% | $81,473-90.5% | $70,126-88.9% |
| Participation rate | 37.0% | 58.3%-21.2pp | 68.0%-30.9pp | 69.5%-32.5pp |
| Annual return | 28.02% | 27.25%+0.8pp | 38.78%-10.8pp | 73.15%-45.1pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,873 | $2,453-23.6% | $3,537-47.0% | $3,332-43.8% |
| Admin fee / account holder | $75 | $3,145-97.6% | $4,561-98.3% | $4,645-98.4% |