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 | $6,758 | $54,757-87.7% | $90,300-92.5% | $72,983-90.7% |
| Participation rate | 57.8% | 65.1%-7.3pp | 73.3%-15.5pp | 69.5%-11.7pp |
| Annual return | 19.76% | 30.63%-10.9pp | 78.11%-58.3pp | 81.01%-61.2pp |
| Employer contribution / active EE | $1,341 | $2,092-35.9% | $2,854-53.0% | $2,440-45.0% |
| Participant deferral / active EE | $899 | $2,887-68.9% | $3,884-76.9% | $3,608-75.1% |
| Admin fee / account holder | $168 | $3,972-95.8% | $5,353-96.9% | $5,124-96.7% |