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 | $11,994 | $181,896-93.4% | $156,551-92.3% | $273,972-95.6% |
| Participation rate | 60.0% | 88.4%-28.4pp | 84.0%-24.0pp | 83.0%-23.0pp |
| Annual return | 10.69% | 30.74%-20.1pp | 32.23%-21.5pp | 41.46%-30.8pp |
| Employer contribution / active EE | $1,418 | $6,248-77.3% | $5,501-74.2% | $4,869-70.9% |
| Participant deferral / active EE | $2,803 | $5,550-49.5% | $4,871-42.5% | $5,287-47.0% |
| Admin fee / account holder | $72 | $15,560-99.5% | $13,028-99.5% | $10,133-99.3% |