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 | $11,958 | $198,457-94.0% | $170,435-93.0% | $147,586-91.9% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 17.72% | 257.30%-239.6pp | 205.94%-188.2pp | 578.59%-560.9pp |
| Employer contribution / active EE | $1,571 | $6,183-74.6% | $5,432-71.1% | $4,876-67.8% |
| Participant deferral / active EE | $3,354 | $5,629-40.4% | $4,939-32.1% | $5,439-38.3% |
| Admin fee / account holder | $196 | $16,852-98.8% | $13,881-98.6% | $10,886-98.2% |