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 | $10,957 | $77,638-85.9% | $156,551-93.0% | $62,881-82.6% |
| Participation rate | 51.3% | 71.2%-19.9pp | 84.0%-32.7pp | 69.3%-18.0pp |
| Annual return | 17.11% | 50.33%-33.2pp | 32.23%-15.1pp | 20.14%-3.0pp |
| Employer contribution / active EE | $867 | $3,444-74.8% | $5,501-84.2% | $2,281-62.0% |
| Participant deferral / active EE | $2,564 | $3,046-15.8% | $4,871-47.4% | $3,203-20.0% |
| Admin fee / account holder | $111 | $5,561-98.0% | $13,028-99.1% | $4,296-97.4% |