Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $3,660 | $99,053-96.3% | $88,179-95.8% | $138,895-97.4% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.1%-19.1pp | 79.9%-29.9pp |
| Annual return | 20.18% | 78.17%-58.0pp | 64.97%-44.8pp | 145.39%-125.2pp |
| Employer contribution / active EE | $761 | $2,882-73.6% | $2,549-70.1% | $4,194-81.9% |
| Participant deferral / active EE | $1,015 | $5,225-80.6% | $4,614-78.0% | $6,396-84.1% |
| Admin fee / account holder | $38 | $8,748-99.6% | $7,673-99.5% | $12,562-99.7% |