Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $84 | $69,273-99.9% | $90,796-99.9% | $82,637-99.9% |
| Participation rate | 9.1% | 64.0%-54.9pp | 69.5%-60.4pp | 68.1%-59.0pp |
| Annual return | 21.74% | 18.37%+3.4pp | 19.29%+2.4pp | 53.51%-31.8pp |
| Employer contribution / active EE | $0 | $1,865-100.0% | $2,294-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $0 | $3,047-100.0% | $3,822-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $5,511-100.0% | $7,024-100.0% | $7,339-100.0% |