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 | $6,288 | $99,345-93.7% | $84,753-92.6% | $273,972-97.7% |
| Participation rate | 68.4% | 80.7%-12.3pp | 76.6%-8.2pp | 83.0%-14.6pp |
| Annual return | 13.75% | 22.93%-9.2pp | 22.78%-9.0pp | 41.46%-27.7pp |
| Employer contribution / active EE | $1,150 | $4,214-72.7% | $3,574-67.8% | $4,869-76.4% |
| Participant deferral / active EE | $1,413 | $4,270-66.9% | $3,712-61.9% | $5,287-73.3% |
| Admin fee / account holder | $188 | $6,645-97.2% | $5,333-96.5% | $10,133-98.1% |