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 | $22,842 | $149,679-84.7% | $117,039-80.5% | $147,586-84.5% |
| Participation rate | 0.0% | 83.5%-83.5pp | 77.2%-77.2pp | 82.8%-82.8pp |
| Annual return | 19.48% | 19.31%+0.2pp | 18.95%+0.5pp | 578.59%-559.1pp |
| Employer contribution / active EE | $5,363 | $4,937+8.6% | $3,785+41.7% | $4,876+10.0% |
| Participant deferral / active EE | $2,400 | $4,912-51.1% | $3,929-38.9% | $5,439-55.9% |
| Admin fee / account holder | $15 | $7,856-99.8% | $5,974-99.7% | $10,886-99.9% |