Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $9,877 | $102,632-90.4% | $81,988-88.0% | $158,950-93.8% |
| Participation rate | 38.5% | 75.5%-37.1pp | 69.3%-30.8pp | 82.0%-43.5pp |
| Annual return | 64.56% | 61.05%+3.5pp | 41.31%+23.3pp | 302.91%-238.3pp |
| Employer contribution / active EE | $851 | $3,241-73.7% | $2,498-65.9% | $4,762-82.1% |
| Participant deferral / active EE | $4,118 | $4,649-11.4% | $3,722+10.6% | $5,983-31.2% |
| Admin fee / account holder | $35 | $8,237-99.6% | $5,665-99.4% | $11,248-99.7% |