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 | $12,528 | $48,364-74.1% | $71,796-82.6% | $62,881-80.1% |
| Participation rate | 21.6% | 60.6%-39.1pp | 69.1%-47.5pp | 69.3%-47.7pp |
| Annual return | 14.51% | 13.16%+1.3pp | 78.04%-63.5pp | 20.14%-5.6pp |
| Employer contribution / active EE | $523 | $1,042-49.8% | $1,924-72.8% | $2,281-77.1% |
| Participant deferral / active EE | $1,287 | $2,091-38.4% | $2,794-53.9% | $3,203-59.8% |
| Admin fee / account holder | $0 | $3,771-100.0% | $4,815-100.0% | $4,296-100.0% |