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 | $11,102 | $52,580-78.9% | $71,671-84.5% | $70,126-84.2% |
| Participation rate | 35.9% | 60.9%-25.0pp | 68.7%-32.8pp | 69.5%-33.6pp |
| Annual return | 23.45% | 20.25%+3.2pp | 20.65%+2.8pp | 73.15%-49.7pp |
| Employer contribution / active EE | $1,037 | $1,616-35.8% | $2,460-57.8% | $2,343-55.7% |
| Participant deferral / active EE | $1,931 | $2,386-19.1% | $3,438-43.8% | $3,332-42.0% |
| Admin fee / account holder | $297 | $3,653-91.9% | $5,558-94.7% | $4,645-93.6% |