Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $7,225 | $110,410-93.5% | $102,437-92.9% | $145,897-95.0% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 14.43% | 24.85%-10.4pp | 24.95%-10.5pp | 552.29%-537.9pp |
| Employer contribution / active EE | $1,127 | $4,217-73.3% | $3,871-70.9% | $4,663-75.8% |
| Participant deferral / active EE | $1,619 | $5,622-71.2% | $5,060-68.0% | $6,689-75.8% |
| Admin fee / account holder | $297 | $9,745-97.0% | $8,388-96.5% | $13,390-97.8% |