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 | $21,082 | $67,411-68.7% | $91,004-76.8% | $70,124-69.9% |
| Participation rate | 57.7% | 71.4%-13.7pp | 75.6%-17.9pp | 69.5%-11.8pp |
| Annual return | 402.25% | -40.16%+442.4pp | 4.60%+397.6pp | 73.14%+329.1pp |
| Employer contribution / active EE | $1,990 | $1,786+11.4% | $2,456-19.0% | $2,342-15.1% |
| Participant deferral / active EE | $4,431 | $2,823+57.0% | $3,548+24.9% | $3,332+33.0% |
| Admin fee / account holder | $36 | $4,236-99.2% | $5,417-99.3% | $4,645-99.2% |