Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $11,352 | $83,908-86.5% | $68,509-83.4% | $125,389-90.9% |
| Participation rate | 46.2% | 78.2%-32.0pp | 74.7%-28.6pp | 83.2%-37.0pp |
| Annual return | 0.00% | 14.48%-14.5pp | 8.27%-8.3pp | 282.24%-282.2pp |
| Employer contribution / active EE | $2,096 | $3,031-30.8% | $2,278-8.0% | $4,866-56.9% |
| Participant deferral / active EE | $4,123 | $4,125-0.1% | $3,382+21.9% | $5,352-23.0% |
| Admin fee / account holder | $2 | $8,982-100.0% | $5,275-100.0% | $9,541-100.0% |