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 | $16,896 | $162,785-89.6% | $133,959-87.4% | $158,950-89.4% |
| Participation rate | 30.8% | 83.2%-52.5pp | 79.8%-49.1pp | 82.0%-51.2pp |
| Annual return | 33.91% | 41.94%-8.0pp | 45.09%-11.2pp | 302.91%-269.0pp |
| Employer contribution / active EE | $1,136 | $4,975-77.2% | $3,919-71.0% | $4,762-76.1% |
| Participant deferral / active EE | $3,454 | $5,910-41.6% | $5,047-31.6% | $5,983-42.3% |
| Admin fee / account holder | $129 | $11,738-98.9% | $8,928-98.6% | $11,248-98.9% |