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 | $16,242 | $149,741-89.2% | $118,914-86.3% | $158,982-89.8% |
| Participation rate | 62.5% | 82.1%-19.6pp | 75.4%-12.9pp | 82.0%-19.5pp |
| Annual return | 35.95% | 19.94%+16.0pp | 35.89%+0.1pp | 302.99%-267.0pp |
| Employer contribution / active EE | $2,479 | $4,119-39.8% | $3,264-24.0% | $4,763-47.9% |
| Participant deferral / active EE | $4,634 | $5,226-11.3% | $4,266+8.6% | $5,983-22.6% |
| Admin fee / account holder | $86 | $8,607-99.0% | $6,582-98.7% | $11,252-99.2% |