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 | $6,709 | $106,557-93.7% | $91,227-92.6% | $134,545-95.0% |
| Participation rate | 60.0% | 76.8%-16.8pp | 73.2%-13.2pp | 81.2%-21.2pp |
| Annual return | -11.77% | 160.81%-172.6pp | 114.14%-125.9pp | 418.37%-430.1pp |
| Employer contribution / active EE | $526 | $3,332-84.2% | $2,851-81.5% | $4,742-88.9% |
| Participant deferral / active EE | $1,022 | $4,719-78.3% | $4,234-75.9% | $6,401-84.0% |
| Admin fee / account holder | $87 | $6,235-98.6% | $5,423-98.4% | $11,431-99.2% |