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 | $3,524 | $73,981-95.2% | $105,754-96.7% | $62,881-94.4% |
| Participation rate | 61.5% | 71.7%-10.2pp | 78.9%-17.5pp | 69.3%-7.8pp |
| Annual return | 27.19% | 17.60%+9.6pp | 12.25%+14.9pp | 20.14%+7.0pp |
| Employer contribution / active EE | $652 | $2,856-77.2% | $4,079-84.0% | $2,281-71.4% |
| Participant deferral / active EE | $1,520 | $4,038-62.4% | $5,326-71.5% | $3,203-52.5% |
| Admin fee / account holder | $209 | $5,976-96.5% | $8,309-97.5% | $4,296-95.1% |