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 | $13,638 | $71,230-80.9% | $93,727-85.4% | $80,959-83.2% |
| Participation rate | 42.3% | 60.4%-18.1pp | 68.7%-26.4pp | 67.7%-25.4pp |
| Annual return | 23.83% | 11.26%+12.6pp | 133.83%-110.0pp | 35.67%-11.8pp |
| Employer contribution / active EE | $1,094 | $1,565-30.1% | $2,421-54.8% | $2,757-60.3% |
| Participant deferral / active EE | $1,287 | $4,037-68.1% | $4,417-70.9% | $4,300-70.1% |
| Admin fee / account holder | $48 | $6,961-99.3% | $8,292-99.4% | $6,925-99.3% |