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 | $9,346 | $78,705-88.1% | $117,860-92.1% | $70,124-86.7% |
| Participation rate | 50.0% | 73.2%-23.2pp | 79.7%-29.7pp | 69.5%-19.5pp |
| Annual return | 36.81% | 23.30%+13.5pp | 335.10%-298.3pp | 73.14%-36.3pp |
| Employer contribution / active EE | $920 | $2,223-58.6% | $3,786-75.7% | $2,342-60.7% |
| Participant deferral / active EE | $1,907 | $3,297-42.2% | $4,482-57.4% | $3,332-42.8% |
| Admin fee / account holder | $8 | $5,065-99.8% | $8,021-99.9% | $4,645-99.8% |