Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $15,543 | $65,027-76.1% | $90,970-82.9% | $79,852-80.5% |
| Participation rate | 30.2% | 61.6%-31.4pp | 69.0%-38.8pp | 69.6%-39.4pp |
| Annual return | 135.21% | 30.45%+104.8pp | 134.58%+0.6pp | 31.72%+103.5pp |
| Employer contribution / active EE | $1,291 | $1,247+3.5% | $2,122-39.2% | $2,471-47.8% |
| Participant deferral / active EE | $2,164 | $2,512-13.9% | $3,373-35.9% | $3,740-42.2% |
| Admin fee / account holder | $232 | $4,535-94.9% | $5,960-96.1% | $5,306-95.6% |