Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $14,568 | $107,363-86.4% | $92,909-84.3% | $152,897-90.5% |
| Participation rate | 55.6% | 79.8%-24.2pp | 76.0%-20.4pp | 82.5%-26.9pp |
| Annual return | 39.21% | 145.63%-106.4pp | 109.44%-70.2pp | 345.43%-306.2pp |
| Employer contribution / active EE | $754 | $4,222-82.1% | $3,653-79.4% | $4,764-84.2% |
| Participant deferral / active EE | $5,270 | $4,848+8.7% | $4,238+24.3% | $5,851-9.9% |
| Admin fee / account holder | $16 | $7,082-99.8% | $5,795-99.7% | $11,599-99.9% |