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 | $16,493 | $144,130-88.6% | $117,861-86.0% | $147,586-88.8% |
| Participation rate | 66.7% | 83.4%-16.8pp | 79.7%-13.0pp | 82.8%-16.2pp |
| Annual return | 11.06% | 531.20%-520.1pp | 335.11%-324.0pp | 578.59%-567.5pp |
| Employer contribution / active EE | $1,204 | $4,897-75.4% | $3,786-68.2% | $4,876-75.3% |
| Participant deferral / active EE | $8,000 | $5,316+50.5% | $4,482+78.5% | $5,439+47.1% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |