Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $19,996 | $78,670-74.6% | $109,173-81.7% | $85,847-76.7% |
| Participation rate | 53.2% | 68.3%-15.1pp | 75.9%-22.7pp | 69.3%-16.1pp |
| Annual return | 33.84% | 25.09%+8.7pp | 25.75%+8.1pp | 318.61%-284.8pp |
| Employer contribution / active EE | $1,163 | $2,734-57.4% | $3,723-68.8% | $2,565-54.6% |
| Participant deferral / active EE | $1,925 | $3,467-44.5% | $4,654-58.6% | $3,952-51.3% |
| Admin fee / account holder | $246 | $5,469-95.5% | $6,755-96.4% | $6,261-96.1% |