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 | $14,695 | $72,012-79.6% | $185,827-92.1% | $79,858-81.6% |
| Participation rate | 54.3% | 65.8%-11.5pp | 78.0%-23.7pp | 69.6%-15.3pp |
| Annual return | 0.00% | 23.12%-23.1pp | 35.96%-36.0pp | 31.72%-31.7pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,910 | $3,779+3.5% | $5,633-30.6% | $3,740+4.5% |
| Admin fee / account holder | $145 | $4,513-96.8% | $9,502-98.5% | $5,306-97.3% |