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 | $11,490 | $135,956-91.5% | $123,894-90.7% | $273,972-95.8% |
| Participation rate | 43.5% | 84.1%-40.6pp | 81.4%-37.9pp | 83.0%-39.5pp |
| Annual return | 9.19% | 56.63%-47.4pp | 47.52%-38.3pp | 41.46%-32.3pp |
| Employer contribution / active EE | $1,427 | $5,170-72.4% | $4,617-69.1% | $4,869-70.7% |
| Participant deferral / active EE | $2,236 | $6,343-64.8% | $5,984-62.6% | $5,287-57.7% |
| Admin fee / account holder | $38 | $9,817-99.6% | $8,357-99.5% | $10,133-99.6% |