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 | $14,892 | $76,551-80.5% | $123,894-88.0% | $62,881-76.3% |
| Participation rate | 31.7% | 73.0%-41.3pp | 81.4%-49.7pp | 69.3%-37.6pp |
| Annual return | 30.58% | 18.68%+11.9pp | 47.52%-16.9pp | 20.14%+10.4pp |
| Employer contribution / active EE | $1,127 | $2,882-60.9% | $4,617-75.6% | $2,281-50.6% |
| Participant deferral / active EE | $2,841 | $4,840-41.3% | $5,984-52.5% | $3,203-11.3% |
| Admin fee / account holder | $0 | $4,826-100.0% | $8,357-100.0% | $4,296-100.0% |