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 | $20,340 | $81,487-75.0% | $102,412-80.1% | $80,935-74.9% |
| Participation rate | 43.0% | 66.8%-23.8pp | 74.5%-31.5pp | 67.7%-24.6pp |
| Annual return | 36.55% | 25.60%+11.0pp | 24.94%+11.6pp | 35.66%+0.9pp |
| Employer contribution / active EE | $930 | $3,103-70.0% | $3,870-76.0% | $2,757-66.3% |
| Participant deferral / active EE | $2,205 | $3,871-43.0% | $5,060-56.4% | $4,299-48.7% |
| Admin fee / account holder | $297 | $6,717-95.6% | $8,388-96.5% | $6,924-95.7% |