Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $14,129 | $85,766-83.5% | $136,295-89.6% | $70,131-79.9% |
| Participation rate | 26.0% | 74.2%-48.2pp | 81.9%-55.9pp | 69.5%-43.6pp |
| Annual return | 23.11% | 31.45%-8.3pp | 5155.97%-5132.9pp | 73.14%-50.0pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,570 | $5,051-49.1% | $6,247-58.9% | $3,332-22.9% |
| Admin fee / account holder | $78 | $5,420-98.6% | $9,243-99.2% | $4,645-98.3% |