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 | $10,267 | $181,896-94.4% | $156,551-93.4% | $273,972-96.3% |
| Participation rate | 66.7% | 88.4%-21.7pp | 84.0%-17.3pp | 83.0%-16.3pp |
| Annual return | 14.83% | 30.74%-15.9pp | 32.23%-17.4pp | 41.46%-26.6pp |
| Employer contribution / active EE | $1,500 | $6,248-76.0% | $5,501-72.7% | $4,869-69.2% |
| Participant deferral / active EE | $3,665 | $5,550-34.0% | $4,871-24.8% | $5,287-30.7% |
| Admin fee / account holder | $294 | $15,560-98.1% | $13,028-97.7% | $10,133-97.1% |