Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $3,653 | $27,800-86.9% | $58,544-93.8% | $71,495-94.9% |
| Participation rate | 43.8% | 34.6%+9.2pp | 50.9%-7.1pp | 67.9%-24.1pp |
| Annual return | 35.30% | 26.80%+8.5pp | 4249.56%-4214.3pp | 28.85%+6.5pp |
| Employer contribution / active EE | $505 | $632-20.0% | $1,053-52.0% | $2,589-80.5% |
| Participant deferral / active EE | $663 | $1,208-45.2% | $1,923-65.5% | $4,291-84.6% |
| Admin fee / account holder | $55 | $1,637-96.6% | $2,520-97.8% | $1,588-96.5% |