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 | $19,444 | $65,034-70.1% | $90,970-78.6% | $79,856-75.7% |
| Participation rate | 31.0% | 61.6%-30.6pp | 69.0%-38.0pp | 69.6%-38.6pp |
| Annual return | 18.84% | 30.45%-11.6pp | 134.60%-115.8pp | 31.71%-12.9pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,168 | $2,512-53.5% | $3,373-65.4% | $3,741-68.8% |
| Admin fee / account holder | $69 | $4,536-98.5% | $5,961-98.8% | $5,306-98.7% |