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 | $9,090 | $100,895-91.0% | $90,430-89.9% | $158,950-94.3% |
| Participation rate | 27.8% | 75.0%-47.2pp | 72.7%-44.9pp | 82.0%-54.2pp |
| Annual return | 37.21% | 1725.54%-1688.3pp | 1293.73%-1256.5pp | 302.91%-265.7pp |
| Employer contribution / active EE | $369 | $3,689-90.0% | $3,262-88.7% | $4,762-92.3% |
| Participant deferral / active EE | $844 | $4,347-80.6% | $3,963-78.7% | $5,983-85.9% |
| Admin fee / account holder | $44 | $6,505-99.3% | $5,613-99.2% | $11,248-99.6% |