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 | $16,828 | $104,251-83.9% | $91,004-81.5% | $147,586-88.6% |
| Participation rate | 63.6% | 78.2%-14.6pp | 75.6%-12.0pp | 82.8%-19.2pp |
| Annual return | 15.50% | 27.06%-11.6pp | 4.60%+10.9pp | 578.59%-563.1pp |
| Employer contribution / active EE | $502 | $3,116-83.9% | $2,456-79.6% | $4,876-89.7% |
| Participant deferral / active EE | $1,970 | $4,195-53.0% | $3,548-44.5% | $5,439-63.8% |
| Admin fee / account holder | $217 | $8,948-97.6% | $5,417-96.0% | $10,886-98.0% |