Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $18,879 | $94,031-79.9% | $115,768-83.7% | $82,448-77.1% |
| Participation rate | 65.1% | 70.4%-5.3pp | 74.4%-9.3pp | 68.1%-3.0pp |
| Annual return | 16.81% | 20.61%-3.8pp | 100.46%-83.7pp | 41.64%-24.8pp |
| Employer contribution / active EE | $1,485 | $2,323-36.1% | $2,940-49.5% | $2,551-41.8% |
| Participant deferral / active EE | $3,781 | $3,972-4.8% | $4,917-23.1% | $4,139-8.6% |
| Admin fee / account holder | $71 | $10,249-99.3% | $12,439-99.4% | $7,234-99.0% |