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 | $7,048 | $106,247-93.4% | $96,515-92.7% | $139,466-94.9% |
| Participation rate | 57.1% | 77.8%-20.7pp | 74.3%-17.2pp | 80.3%-23.2pp |
| Annual return | 44.26% | 38.47%+5.8pp | 35.73%+8.5pp | 373.66%-329.4pp |
| Employer contribution / active EE | $1,249 | $4,106-69.6% | $3,740-66.6% | $4,754-73.7% |
| Participant deferral / active EE | $2,175 | $5,456-60.1% | $4,880-55.4% | $6,712-67.6% |
| Admin fee / account holder | $79 | $7,885-99.0% | $6,735-98.8% | $11,409-99.3% |