Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $14,638 | $228,352-93.6% | $185,835-92.1% | $158,966-90.8% |
| Participation rate | 50.0% | 82.3%-32.3pp | 78.0%-28.0pp | 82.0%-32.0pp |
| Annual return | 9.15% | 40.81%-31.7pp | 35.96%-26.8pp | 302.95%-293.8pp |
| Employer contribution / active EE | $1,504 | $4,967-69.7% | $4,087-63.2% | $4,762-68.4% |
| Participant deferral / active EE | $1,889 | $6,416-70.6% | $5,633-66.5% | $5,983-68.4% |
| Admin fee / account holder | $0 | $11,867-100.0% | $9,502-100.0% | $11,250-100.0% |