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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,601 | $88,707-85.8% | $74,184-83.0% | $273,972-95.4% |
| Participation rate | 60.0% | 79.4%-19.4pp | 76.6%-16.6pp | 83.0%-23.0pp |
| Annual return | 12.59% | 11.94%+0.6pp | 17.74%-5.1pp | 41.46%-28.9pp |
| Employer contribution / active EE | $870 | $3,159-72.5% | $2,370-63.3% | $4,869-82.1% |
| Participant deferral / active EE | $2,093 | $4,212-50.3% | $3,550-41.0% | $5,287-60.4% |
| Admin fee / account holder | $293 | $8,717-96.6% | $5,586-94.8% | $10,133-97.1% |