Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $16,157 | $63,365-74.5% | $91,994-82.4% | $72,976-77.9% |
| Participation rate | 64.1% | 72.5%-8.4pp | 78.6%-14.6pp | 69.5%-5.4pp |
| Annual return | 23.54% | 35.35%-11.8pp | 69.04%-45.5pp | 81.02%-57.5pp |
| Employer contribution / active EE | $1,990 | $2,116-5.9% | $3,453-42.4% | $2,440-18.4% |
| Participant deferral / active EE | $2,863 | $4,883-41.4% | $5,924-51.7% | $3,608-20.7% |
| Admin fee / account holder | $258 | $4,670-94.5% | $7,744-96.7% | $5,124-95.0% |