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 | $13,517 | $56,287-76.0% | $80,977-83.3% | $62,881-78.5% |
| Participation rate | 50.0% | 68.9%-18.9pp | 75.8%-25.8pp | 69.3%-19.3pp |
| Annual return | 22.07% | 22.13%-0.1pp | 17.11%+5.0pp | 20.14%+1.9pp |
| Employer contribution / active EE | $1,074 | $1,943-44.7% | $3,715-71.1% | $2,281-52.9% |
| Participant deferral / active EE | $2,269 | $4,196-45.9% | $5,696-60.2% | $3,203-29.2% |
| Admin fee / account holder | $105 | $3,742-97.2% | $5,517-98.1% | $4,296-97.5% |