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 | $13,891 | $57,065-75.7% | $75,670-81.6% | $70,131-80.2% |
| Participation rate | 58.6% | 68.1%-9.5pp | 72.3%-13.7pp | 69.5%-10.9pp |
| Annual return | 148.16% | 23.57%+124.6pp | 27.34%+120.8pp | 73.14%+75.0pp |
| Employer contribution / active EE | $946 | $1,817-47.9% | $2,352-59.8% | $2,342-59.6% |
| Participant deferral / active EE | $2,477 | $2,580-4.0% | $3,142-21.2% | $3,332-25.7% |
| Admin fee / account holder | $148 | $3,825-96.1% | $5,800-97.4% | $4,645-96.8% |