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 | $5,823 | $55,713-89.5% | $75,901-92.3% | $72,975-92.0% |
| Participation rate | 51.7% | 61.1%-9.4pp | 69.3%-17.6pp | 69.5%-17.8pp |
| Annual return | 30.22% | 27.60%+2.6pp | 30.76%-0.5pp | 81.01%-50.8pp |
| Employer contribution / active EE | $299 | $1,687-82.3% | $2,501-88.0% | $2,440-87.8% |
| Participant deferral / active EE | $1,733 | $2,634-34.2% | $3,603-51.9% | $3,608-52.0% |
| Admin fee / account holder | $5 | $3,980-99.9% | $5,420-99.9% | $5,124-99.9% |