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 | $15,361 | $112,112-86.3% | $95,956-84.0% | $158,950-90.3% |
| Participation rate | 63.6% | 79.0%-15.3pp | 77.1%-13.4pp | 82.0%-18.3pp |
| Annual return | 25.36% | 171.15%-145.8pp | 91.63%-66.3pp | 302.91%-277.5pp |
| Employer contribution / active EE | $2,052 | $3,199-35.8% | $2,541-19.2% | $4,762-56.9% |
| Participant deferral / active EE | $3,004 | $4,784-37.2% | $4,167-27.9% | $5,983-49.8% |
| Admin fee / account holder | $31 | $10,134-99.7% | $6,797-99.5% | $11,248-99.7% |