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 | $20,909 | $81,476-74.3% | $102,383-79.6% | $80,925-74.2% |
| Participation rate | 65.4% | 66.8%-1.5pp | 74.5%-9.1pp | 67.7%-2.3pp |
| Annual return | 24.79% | 25.59%-0.8pp | 24.94%-0.1pp | 35.65%-10.9pp |
| Employer contribution / active EE | $2,465 | $3,105-20.6% | $3,870-36.3% | $2,756-10.6% |
| Participant deferral / active EE | $8,684 | $3,871+124.3% | $5,060+71.6% | $4,299+102.0% |
| Admin fee / account holder | $0 | $6,717-100.0% | $8,391-100.0% | $6,940-100.0% |