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 | $24,468 | $181,896-86.5% | $156,551-84.4% | $273,972-91.1% |
| Participation rate | 28.6% | 88.4%-59.8pp | 84.0%-55.4pp | 83.0%-54.4pp |
| Annual return | 25.40% | 30.74%-5.3pp | 32.23%-6.8pp | 41.46%-16.1pp |
| Employer contribution / active EE | $2,418 | $6,248-61.3% | $5,501-56.0% | $4,869-50.3% |
| Participant deferral / active EE | $2,992 | $5,550-46.1% | $4,871-38.6% | $5,287-43.4% |
| Admin fee / account holder | $113 | $15,560-99.3% | $13,028-99.1% | $10,133-98.9% |