Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $17,917 | $81,504-78.0% | $102,437-82.5% | $80,959-77.9% |
| Participation rate | 38.2% | 66.9%-28.7pp | 74.5%-36.3pp | 67.7%-29.5pp |
| Annual return | 14.76% | 25.60%-10.8pp | 24.95%-10.2pp | 35.67%-20.9pp |
| Employer contribution / active EE | $848 | $3,104-72.7% | $3,871-78.1% | $2,757-69.2% |
| Participant deferral / active EE | $1,887 | $3,871-51.2% | $5,060-62.7% | $4,300-56.1% |
| Admin fee / account holder | $19 | $6,719-99.7% | $8,388-99.8% | $6,925-99.7% |