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 | $5,399 | $48,118-88.8% | $136,833-96.1% | $94,015-94.3% |
| Participation rate | 60.6% | 47.4%+13.2pp | 59.0%+1.5pp | 70.8%-10.3pp |
| Annual return | 15.86% | 14.65%+1.2pp | 35.32%-19.5pp | 17.84%-2.0pp |
| Employer contribution / active EE | $404 | $821-50.7% | $1,319-69.3% | $2,790-85.5% |
| Participant deferral / active EE | $720 | $1,651-56.4% | $2,441-70.5% | $4,249-83.1% |
| Admin fee / account holder | $263 | $3,059-91.4% | $4,706-94.4% | $8,951-97.1% |