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 | $1,101 | $76,519-98.6% | $56,025-98.0% | $145,897-99.2% |
| Participation rate | 53.8% | 63.2%-9.4pp | 52.5%+1.3pp | 80.3%-26.5pp |
| Annual return | 13.92% | 3017.03%-3003.1pp | 1712.69%-1698.8pp | 552.29%-538.4pp |
| Employer contribution / active EE | $77 | $1,383-94.4% | $1,042-92.6% | $4,663-98.3% |
| Participant deferral / active EE | $310 | $2,624-88.2% | $1,955-84.1% | $6,689-95.4% |
| Admin fee / account holder | $12 | $3,331-99.6% | $2,828-99.6% | $13,390-99.9% |