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 | $17,899 | $181,896-90.2% | $156,551-88.6% | $273,972-93.5% |
| Participation rate | 66.7% | 88.4%-21.7pp | 84.0%-17.3pp | 83.0%-16.3pp |
| Annual return | 9.02% | 30.74%-21.7pp | 32.23%-23.2pp | 41.46%-32.4pp |
| Employer contribution / active EE | $1,568 | $6,248-74.9% | $5,501-71.5% | $4,869-67.8% |
| Participant deferral / active EE | $2,289 | $5,550-58.8% | $4,871-53.0% | $5,287-56.7% |
| Admin fee / account holder | $141 | $15,560-99.1% | $13,028-98.9% | $10,133-98.6% |