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 | $20,277 | $125,797-83.9% | $170,043-88.1% | $75,173-73.0% |
| Participation rate | 9.1% | 83.6%-74.5pp | 87.0%-77.9pp | 67.2%-58.1pp |
| Annual return | 17.88% | 27.20%-9.3pp | 53.40%-35.5pp | 160.72%-142.8pp |
| Employer contribution / active EE | $0 | $4,616-100.0% | $6,790-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $6,838-100.0% | $10,410-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $8,177-100.0% | $12,824-100.0% | $5,651-100.0% |