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 | $13,432 | $135,956-90.1% | $123,894-89.2% | $273,972-95.1% |
| Participation rate | 53.3% | 84.1%-30.7pp | 81.4%-28.1pp | 83.0%-29.7pp |
| Annual return | 38.86% | 56.63%-17.8pp | 47.52%-8.7pp | 41.46%-2.6pp |
| Employer contribution / active EE | $1,423 | $5,170-72.5% | $4,617-69.2% | $4,869-70.8% |
| Participant deferral / active EE | $2,578 | $6,343-59.4% | $5,984-56.9% | $5,287-51.2% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |