Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $4,202 | $100,895-95.8% | $90,430-95.4% | $158,950-97.4% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.7%-6.0pp | 82.0%-15.3pp |
| Annual return | 31.37% | 1725.54%-1694.2pp | 1293.73%-1262.4pp | 302.91%-271.5pp |
| Employer contribution / active EE | $869 | $3,689-76.4% | $3,262-73.4% | $4,762-81.8% |
| Participant deferral / active EE | $1,124 | $4,347-74.1% | $3,963-71.6% | $5,983-81.2% |
| Admin fee / account holder | $118 | $6,505-98.2% | $5,613-97.9% | $11,248-99.0% |