Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $17,862 | $52,884-66.2% | $84,753-78.9% | $55,167-67.6% |
| Participation rate | 16.8% | 67.5%-50.7pp | 76.6%-59.8pp | 69.0%-52.2pp |
| Annual return | 8.78% | 18.03%-9.3pp | 22.78%-14.0pp | 169.23%-160.5pp |
| Employer contribution / active EE | $702 | $2,233-68.6% | $3,574-80.4% | $1,963-64.3% |
| Participant deferral / active EE | $1,574 | $2,644-40.5% | $3,712-57.6% | $3,054-48.5% |
| Admin fee / account holder | $111 | $581-80.9% | $5,333-97.9% | $504-78.0% |