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 | $26,507 | $82,028-67.7% | $123,105-78.5% | $59,633-55.5% |
| Participation rate | 43.0% | 83.2%-40.2pp | 86.8%-43.8pp | 68.7%-25.6pp |
| Annual return | 165.93% | 5.12%+160.8pp | 13.22%+152.7pp | 2041.45%-1875.5pp |
| Employer contribution / active EE | $1,682 | $3,297-49.0% | $5,151-67.3% | $2,203-23.6% |
| Participant deferral / active EE | $2,558 | $4,667-45.2% | $6,229-58.9% | $3,192-19.8% |
| Admin fee / account holder | $205 | $5,879-96.5% | $9,014-97.7% | $4,297-95.2% |