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 | $11,683 | $124,980-90.7% | $108,359-89.2% | $154,746-92.5% |
| Participation rate | 66.7% | 75.2%-8.5pp | 70.1%-3.5pp | 80.7%-14.0pp |
| Annual return | 18.86% | 45.00%-26.1pp | 36.89%-18.0pp | 172.34%-153.5pp |
| Employer contribution / active EE | $617 | $2,851-78.3% | $2,399-74.3% | $4,379-85.9% |
| Participant deferral / active EE | $4,487 | $4,743-5.4% | $4,137+8.5% | $6,730-33.3% |
| Admin fee / account holder | $260 | $11,502-97.7% | $9,741-97.3% | $14,365-98.2% |