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 | $20,949 | $85,766-75.6% | $136,298-84.6% | $70,126-70.1% |
| Participation rate | 46.2% | 74.2%-28.0pp | 81.9%-35.8pp | 69.5%-23.4pp |
| Annual return | 23.91% | 31.46%-7.5pp | 5156.27%-5132.4pp | 73.15%-49.2pp |
| Employer contribution / active EE | $1,255 | $2,966-57.7% | $4,696-73.3% | $2,343-46.4% |
| Participant deferral / active EE | $2,268 | $5,051-55.1% | $6,247-63.7% | $3,332-31.9% |
| Admin fee / account holder | $0 | $5,421-100.0% | $9,244-100.0% | $4,645-100.0% |