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 | $19,233 | $176,786-89.1% | $146,643-86.9% | $167,536-88.5% |
| Participation rate | 42.9% | 83.6%-40.8pp | 80.1%-37.2pp | 82.1%-39.3pp |
| Annual return | 26.09% | 24.04%+2.1pp | 22.75%+3.3pp | 478.82%-452.7pp |
| Employer contribution / active EE | $2,006 | $5,161-61.1% | $4,137-51.5% | $4,839-58.5% |
| Participant deferral / active EE | $3,294 | $6,440-48.9% | $5,506-40.2% | $6,342-48.1% |
| Admin fee / account holder | $211 | $13,262-98.4% | $10,280-98.0% | $12,315-98.3% |