Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $40,209 | $254,759-84.2% | $216,567-81.4% | $198,609-79.8% |
| Participation rate | 61.5% | 84.5%-23.0pp | 81.6%-20.1pp | 82.4%-20.8pp |
| Annual return | 15.29% | 10.04%+5.3pp | 12.94%+2.3pp | 202.70%-187.4pp |
| Employer contribution / active EE | $1,715 | $6,096-71.9% | $5,216-67.1% | $5,055-66.1% |
| Participant deferral / active EE | $4,593 | $6,948-33.9% | $6,191-25.8% | $6,977-34.2% |
| Admin fee / account holder | $0 | $26,311-100.0% | $21,981-100.0% | $19,030-100.0% |