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 | $6,107 | $96,361-93.7% | $80,607-92.4% | $139,456-95.6% |
| Participation rate | 60.0% | 73.6%-13.6pp | 67.0%-7.0pp | 80.3%-20.3pp |
| Annual return | 48.77% | 1350.95%-1302.2pp | 936.11%-887.3pp | 373.45%-324.7pp |
| Employer contribution / active EE | $405 | $3,262-87.6% | $2,724-85.1% | $4,753-91.5% |
| Participant deferral / active EE | $2,305 | $5,232-55.9% | $4,448-48.2% | $6,711-65.7% |
| Admin fee / account holder | $20 | $6,601-99.7% | $5,379-99.6% | $11,407-99.8% |