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 | $9,215 | $58,512-84.3% | $84,020-89.0% | $72,983-87.4% |
| Participation rate | 45.9% | 61.2%-15.3pp | 69.0%-23.1pp | 69.5%-23.5pp |
| Annual return | 27.41% | 28.93%-1.5pp | 71.31%-43.9pp | 81.01%-53.6pp |
| Employer contribution / active EE | $560 | $1,163-51.9% | $1,984-71.8% | $2,440-77.1% |
| Participant deferral / active EE | $1,476 | $2,394-38.3% | $3,239-54.4% | $3,608-59.1% |
| Admin fee / account holder | $84 | $4,569-98.2% | $6,101-98.6% | $5,124-98.4% |