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 | $14,522 | $72,027-79.8% | $185,835-92.2% | $79,852-81.8% |
| Participation rate | 23.1% | 65.8%-42.7pp | 78.0%-55.0pp | 69.6%-46.6pp |
| Annual return | 20.11% | 23.13%-3.0pp | 35.96%-15.9pp | 31.72%-11.6pp |
| Employer contribution / active EE | $535 | $1,965-72.8% | $4,087-86.9% | $2,471-78.3% |
| Participant deferral / active EE | $1,376 | $3,780-63.6% | $5,633-75.6% | $3,740-63.2% |
| Admin fee / account holder | $183 | $4,513-95.9% | $9,502-98.1% | $5,306-96.6% |