Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $12,384 | $154,228-92.0% | $145,433-91.5% | $137,256-91.0% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 21.63% | 74.59%-53.0pp | 66.58%-44.9pp | 220.34%-198.7pp |
| Employer contribution / active EE | $2,558 | $4,804-46.8% | $4,554-43.8% | $4,156-38.5% |
| Participant deferral / active EE | $2,923 | $8,216-64.4% | $7,897-63.0% | $6,407-54.4% |
| Admin fee / account holder | $37 | $14,344-99.7% | $13,129-99.7% | $12,270-99.7% |