Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $13,662 | $98,776-86.2% | $149,745-90.9% | $79,856-82.9% |
| Participation rate | 51.9% | 75.8%-23.9pp | 82.5%-30.6pp | 69.6%-17.8pp |
| Annual return | 30.01% | 27.38%+2.6pp | 276.72%-246.7pp | 31.71%-1.7pp |
| Employer contribution / active EE | $1,621 | $3,217-49.6% | $4,646-65.1% | $2,471-34.4% |
| Participant deferral / active EE | $2,891 | $5,681-49.1% | $6,843-57.8% | $3,741-22.7% |
| Admin fee / account holder | $63 | $6,053-99.0% | $9,312-99.3% | $5,306-98.8% |