Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $7,441 | $100,938-92.6% | $90,461-91.8% | $158,982-95.3% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | 34.38% | 1727.20%-1692.8pp | 1294.76%-1260.4pp | 302.99%-268.6pp |
| Employer contribution / active EE | $665 | $3,691-82.0% | $3,264-79.6% | $4,763-86.0% |
| Participant deferral / active EE | $1,087 | $4,350-75.0% | $3,964-72.6% | $5,983-81.8% |
| Admin fee / account holder | $0 | $6,510-100.0% | $5,617-100.0% | $11,252-100.0% |