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 | $14,282 | $89,259-84.0% | $107,187-86.7% | $82,637-82.7% |
| Participation rate | 66.7% | 67.9%-1.3pp | 75.0%-8.4pp | 68.1%-1.4pp |
| Annual return | 18.18% | 21.02%-2.8pp | 204.55%-186.4pp | 53.51%-35.3pp |
| Employer contribution / active EE | $1,174 | $3,080-61.9% | $3,782-69.0% | $2,552-54.0% |
| Participant deferral / active EE | $2,855 | $4,037-29.3% | $5,096-44.0% | $4,126-30.8% |
| Admin fee / account holder | $290 | $7,381-96.1% | $9,162-96.8% | $7,339-96.0% |