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 | $6,568 | $99,345-93.4% | $84,753-92.3% | $273,972-97.6% |
| Participation rate | 52.9% | 80.7%-27.8pp | 76.6%-23.7pp | 83.0%-30.1pp |
| Annual return | 35.60% | 22.93%+12.7pp | 22.78%+12.8pp | 41.46%-5.9pp |
| Employer contribution / active EE | $1,166 | $4,214-72.3% | $3,574-67.4% | $4,869-76.1% |
| Participant deferral / active EE | $4,082 | $4,270-4.4% | $3,712+10.0% | $5,287-22.8% |
| Admin fee / account holder | $25 | $6,645-99.6% | $5,333-99.5% | $10,133-99.8% |