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 | $18,986 | $63,346-70.0% | $92,240-79.4% | $70,126-72.9% |
| Participation rate | 69.4% | 68.7%+0.7pp | 76.5%-7.1pp | 69.5%-0.2pp |
| Annual return | 16.83% | 530.19%-513.4pp | 176.29%-159.5pp | 73.15%-56.3pp |
| Employer contribution / active EE | $6,395 | $2,471+158.8% | $3,680+73.8% | $2,343+173.0% |
| Participant deferral / active EE | $1,656 | $2,854-42.0% | $3,897-57.5% | $3,332-50.3% |
| Admin fee / account holder | $136 | $3,841-96.4% | $5,194-97.4% | $4,645-97.1% |