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 | $11,513 | $64,359-82.1% | $90,161-87.2% | $70,124-83.6% |
| Participation rate | 41.9% | 70.4%-28.5pp | 76.9%-34.9pp | 69.5%-27.6pp |
| Annual return | 0.00% | 28.13%-28.1pp | 34.89%-34.9pp | 73.14%-73.1pp |
| Employer contribution / active EE | $1,277 | $2,046-37.6% | $3,318-61.5% | $2,342-45.5% |
| Participant deferral / active EE | $3,397 | $4,389-22.6% | $5,287-35.7% | $3,332+2.0% |
| Admin fee / account holder | $0 | $3,945-100.0% | $5,943-100.0% | $4,645-100.0% |