Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $7,673 | $103,038-92.6% | $90,324-91.5% | $152,909-95.0% |
| Participation rate | 27.8% | 75.9%-48.1pp | 73.3%-45.5pp | 82.5%-54.7pp |
| Annual return | 25.47% | 95.25%-69.8pp | 78.15%-52.7pp | 345.46%-320.0pp |
| Employer contribution / active EE | $424 | $3,141-86.5% | $2,856-85.2% | $4,764-91.1% |
| Participant deferral / active EE | $957 | $4,282-77.6% | $3,885-75.4% | $5,851-83.6% |
| Admin fee / account holder | $212 | $6,177-96.6% | $5,356-96.0% | $11,601-98.2% |