Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $17,401 | $157,829-89.0% | $136,867-87.3% | $198,609-91.2% |
| Participation rate | 66.7% | 77.2%-10.5pp | 74.5%-7.9pp | 82.4%-15.7pp |
| Annual return | 20.37% | 51.25%-30.9pp | 42.97%-22.6pp | 202.70%-182.3pp |
| Employer contribution / active EE | $1,581 | $3,923-59.7% | $3,547-55.4% | $5,055-68.7% |
| Participant deferral / active EE | $2,515 | $5,463-54.0% | $4,924-48.9% | $6,977-64.0% |
| Admin fee / account holder | $170 | $11,107-98.5% | $10,340-98.4% | $19,030-99.1% |