Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $16,473 | $99,652-83.5% | $78,778-79.1% | $147,586-88.8% |
| Participation rate | 66.7% | 76.2%-9.6pp | 69.2%-2.5pp | 82.8%-16.2pp |
| Annual return | 15.96% | 47.28%-31.3pp | 35.62%-19.7pp | 578.59%-562.6pp |
| Employer contribution / active EE | $898 | $2,796-67.9% | $1,986-54.8% | $4,876-81.6% |
| Participant deferral / active EE | $1,469 | $3,664-59.9% | $2,958-50.3% | $5,439-73.0% |
| Admin fee / account holder | $150 | $7,155-97.9% | $5,134-97.1% | $10,886-98.6% |