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 | $16,097 | $82,630-80.5% | $64,105-74.9% | $125,388-87.2% |
| Participation rate | 36.4% | 75.9%-39.5pp | 68.2%-31.8pp | 83.2%-46.8pp |
| Annual return | 190.51% | 1489.72%-1299.2pp | 791.24%-600.7pp | 282.24%-91.7pp |
| Employer contribution / active EE | $1,050 | $2,671-60.7% | $1,820-42.3% | $4,866-78.4% |
| Participant deferral / active EE | $808 | $3,608-77.6% | $2,822-71.4% | $5,352-84.9% |
| Admin fee / account holder | $0 | $6,382-100.0% | $4,499-100.0% | $9,541-100.0% |