Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $4,834 | $48,274-90.0% | $63,244-92.4% | $59,633-91.9% |
| Participation rate | 55.1% | 66.3%-11.2pp | 71.0%-15.9pp | 68.7%-13.6pp |
| Annual return | 38.57% | -240.79%+279.4pp | -70.31%+108.9pp | 2041.45%-2002.9pp |
| Employer contribution / active EE | $476 | $1,586-70.0% | $2,322-79.5% | $2,203-78.4% |
| Participant deferral / active EE | $1,172 | $2,343-50.0% | $2,953-60.3% | $3,192-63.3% |
| Admin fee / account holder | $75 | $3,600-97.9% | $5,893-98.7% | $4,297-98.2% |