Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $10,020 | $67,602-85.2% | $82,312-87.8% | $70,126-85.7% |
| Participation rate | 52.9% | 72.8%-19.8pp | 76.9%-24.0pp | 69.5%-16.6pp |
| Annual return | 24.81% | 21.57%+3.2pp | 25.88%-1.1pp | 73.15%-48.3pp |
| Employer contribution / active EE | $1,140 | $1,755-35.1% | $2,428-53.1% | $2,343-51.4% |
| Participant deferral / active EE | $1,766 | $2,987-40.9% | $3,706-52.3% | $3,332-47.0% |
| Admin fee / account holder | $280 | $4,512-93.8% | $5,608-95.0% | $4,645-94.0% |