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 | $16,554 | $56,894-70.9% | $84,753-80.5% | $62,881-73.7% |
| Participation rate | 29.4% | 68.5%-39.1pp | 76.6%-47.2pp | 69.3%-39.9pp |
| Annual return | 7.84% | 6.30%+1.5pp | 22.78%-14.9pp | 20.14%-12.3pp |
| Employer contribution / active EE | $898 | $2,400-62.6% | $3,574-74.9% | $2,281-60.6% |
| Participant deferral / active EE | $1,773 | $2,709-34.5% | $3,712-52.2% | $3,203-44.6% |
| Admin fee / account holder | $156 | $3,581-95.7% | $5,333-97.1% | $4,296-96.4% |