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 | $15,775 | $185,225-91.5% | $142,898-89.0% | $167,536-90.6% |
| Participation rate | 30.8% | 78.5%-47.7pp | 72.0%-41.2pp | 82.1%-51.3pp |
| Annual return | 12.76% | 8558.12%-8545.4pp | 5639.64%-5626.9pp | 478.82%-466.1pp |
| Employer contribution / active EE | $288 | $5,607-94.9% | $4,146-93.0% | $4,839-94.0% |
| Participant deferral / active EE | $401 | $4,496-91.1% | $3,838-89.6% | $6,342-93.7% |
| Admin fee / account holder | $0 | $8,032-100.0% | $6,560-100.0% | $12,315-100.0% |