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 | $6,549 | $60,349-89.1% | $74,184-91.2% | $62,881-89.6% |
| Participation rate | 35.0% | 72.7%-37.7pp | 76.6%-41.6pp | 69.3%-34.3pp |
| Annual return | 18.76% | 21.38%-2.6pp | 17.74%+1.0pp | 20.14%-1.4pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,744 | $2,856-38.9% | $3,550-50.9% | $3,203-45.6% |
| Admin fee / account holder | $76 | $4,261-98.2% | $5,586-98.6% | $4,296-98.2% |