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 | $2,367 | $43,075-94.5% | $74,577-96.8% | $62,881-96.2% |
| Participation rate | 62.1% | 58.1%+4.0pp | 68.1%-6.0pp | 69.3%-7.2pp |
| Annual return | 3411.84% | 17.50%+3394.3pp | 20.47%+3391.4pp | 20.14%+3391.7pp |
| Employer contribution / active EE | $339 | $1,498-77.4% | $2,525-86.6% | $2,281-85.2% |
| Participant deferral / active EE | $1,773 | $2,389-25.8% | $3,458-48.7% | $3,203-44.7% |
| Admin fee / account holder | $0 | $2,840-100.0% | $4,138-100.0% | $4,296-100.0% |