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 | $7,289 | $47,944-84.8% | $67,834-89.3% | $62,881-88.4% |
| Participation rate | 55.0% | 61.1%-6.1pp | 68.8%-13.8pp | 69.3%-14.3pp |
| Annual return | 19.22% | 11.77%+7.5pp | 138.47%-119.3pp | 20.14%-0.9pp |
| Employer contribution / active EE | $474 | $1,562-69.6% | $2,403-80.3% | $2,281-79.2% |
| Participant deferral / active EE | $2,106 | $2,247-6.3% | $3,160-33.4% | $3,203-34.3% |
| Admin fee / account holder | $148 | $3,712-96.0% | $4,622-96.8% | $4,296-96.6% |