Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $6,176 | $58,851-89.5% | $115,170-94.6% | $72,975-91.5% |
| Participation rate | 48.0% | 65.5%-17.5pp | 75.9%-27.9pp | 69.5%-21.5pp |
| Annual return | 0.00% | 23.16%-23.2pp | 35.60%-35.6pp | 81.01%-81.0pp |
| Employer contribution / active EE | $1,520 | $1,798-15.5% | $3,179-52.2% | $2,440-37.7% |
| Participant deferral / active EE | $2,753 | $2,643+4.2% | $4,169-34.0% | $3,608-23.7% |
| Admin fee / account holder | $0 | $6,370-100.0% | $7,089-100.0% | $5,124-100.0% |