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 | $19,434 | $150,447-87.1% | $136,298-85.7% | $147,586-86.8% |
| Participation rate | 58.3% | 84.4%-26.1pp | 81.9%-23.6pp | 82.8%-24.5pp |
| Annual return | 14.79% | 1049.15%-1034.4pp | 5156.27%-5141.5pp | 578.59%-563.8pp |
| Employer contribution / active EE | $1,138 | $5,256-78.3% | $4,696-75.8% | $4,876-76.7% |
| Participant deferral / active EE | $2,586 | $6,631-61.0% | $6,247-58.6% | $5,439-52.5% |
| Admin fee / account holder | $293 | $10,906-97.3% | $9,244-96.8% | $10,886-97.3% |