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 | $16,096 | $153,311-89.5% | $109,313-85.3% | $273,972-94.1% |
| Participation rate | 58.8% | 80.1%-21.3pp | 71.3%-12.4pp | 83.0%-24.2pp |
| Annual return | 5.47% | 29.86%-24.4pp | 22.07%-16.6pp | 41.46%-36.0pp |
| Employer contribution / active EE | $405 | $5,619-92.8% | $3,892-89.6% | $4,869-91.7% |
| Participant deferral / active EE | $1,734 | $3,932-55.9% | $3,166-45.2% | $5,287-67.2% |
| Admin fee / account holder | $138 | $8,076-98.3% | $5,666-97.6% | $10,133-98.6% |