Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $30,950 | $227,399-86.4% | $189,758-83.7% | $198,609-84.4% |
| Participation rate | 25.0% | 84.0%-59.0pp | 79.8%-54.8pp | 82.4%-57.4pp |
| Annual return | 20.03% | 61.03%-41.0pp | 52.62%-32.6pp | 202.70%-182.7pp |
| Employer contribution / active EE | $5,853 | $5,526+5.9% | $4,767+22.8% | $5,055+15.8% |
| Participant deferral / active EE | $12,520 | $6,837+83.1% | $5,856+113.8% | $6,977+79.4% |
| Admin fee / account holder | $43 | $25,162-99.8% | $20,388-99.8% | $19,030-99.8% |