Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $8,275 | $46,599-82.2% | $64,101-87.1% | $75,173-89.0% |
| Participation rate | 27.0% | 65.9%-38.9pp | 72.3%-45.3pp | 67.2%-40.2pp |
| Annual return | 65.81% | 26.06%+39.8pp | 33.72%+32.1pp | 160.72%-94.9pp |
| Employer contribution / active EE | $670 | $1,975-66.1% | $2,749-75.6% | $2,671-74.9% |
| Participant deferral / active EE | $1,228 | $2,837-56.7% | $3,881-68.3% | $4,126-70.2% |
| Admin fee / account holder | $34 | $2,956-98.9% | $3,070-98.9% | $5,651-99.4% |