Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $11,543 | $107,368-89.2% | $92,915-87.6% | $152,909-92.5% |
| Participation rate | 69.2% | 79.8%-10.6pp | 76.0%-6.8pp | 82.5%-13.2pp |
| Annual return | 34.76% | 145.64%-110.9pp | 109.45%-74.7pp | 345.46%-310.7pp |
| Employer contribution / active EE | $1,402 | $4,222-66.8% | $3,653-61.6% | $4,764-70.6% |
| Participant deferral / active EE | $1,462 | $4,848-69.9% | $4,238-65.5% | $5,851-75.0% |
| Admin fee / account holder | $93 | $7,082-98.7% | $5,796-98.4% | $11,601-99.2% |