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 | $9,265 | $99,345-90.7% | $84,753-89.1% | $273,972-96.6% |
| Participation rate | 69.2% | 80.7%-11.5pp | 76.6%-7.4pp | 83.0%-13.8pp |
| Annual return | 13.34% | 22.93%-9.6pp | 22.78%-9.4pp | 41.46%-28.1pp |
| Employer contribution / active EE | $1,040 | $4,214-75.3% | $3,574-70.9% | $4,869-78.6% |
| Participant deferral / active EE | $3,579 | $4,270-16.2% | $3,712-3.6% | $5,287-32.3% |
| Admin fee / account holder | $100 | $6,645-98.5% | $5,333-98.1% | $10,133-99.0% |