Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $16,863 | $103,387-83.7% | $87,102-80.6% | $152,885-89.0% |
| Participation rate | 28.6% | 79.4%-50.8pp | 76.9%-48.3pp | 82.5%-53.9pp |
| Annual return | 30.72% | 28.10%+2.6pp | 28.19%+2.5pp | 345.39%-314.7pp |
| Employer contribution / active EE | $1,219 | $3,221-62.2% | $2,521-51.7% | $4,763-74.4% |
| Participant deferral / active EE | $2,341 | $4,778-51.0% | $4,048-42.2% | $5,851-60.0% |
| Admin fee / account holder | $60 | $12,193-99.5% | $7,491-99.2% | $11,598-99.5% |