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 | $24,749 | $131,835-81.2% | $108,582-77.2% | $273,972-91.0% |
| Participation rate | 44.4% | 83.5%-39.0pp | 79.6%-35.1pp | 83.0%-38.6pp |
| Annual return | 8.06% | -91.57%+99.6pp | -51.70%+59.8pp | 41.46%-33.4pp |
| Employer contribution / active EE | $1,215 | $4,913-75.3% | $3,758-67.7% | $4,869-75.0% |
| Participant deferral / active EE | $3,155 | $5,127-38.5% | $4,311-26.8% | $5,287-40.3% |
| Admin fee / account holder | $207 | $10,253-98.0% | $7,645-97.3% | $10,133-98.0% |