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 | $8,000 | $197,819-96.0% | $155,789-94.9% | $125,388-93.6% |
| Participation rate | 40.0% | 82.1%-42.1pp | 76.1%-36.1pp | 83.2%-43.2pp |
| Annual return | -2.89% | 86.73%-89.6pp | 71.54%-74.4pp | 282.24%-285.1pp |
| Employer contribution / active EE | $2,167 | $4,850-55.3% | $3,839-43.5% | $4,866-55.5% |
| Participant deferral / active EE | $1,368 | $5,631-75.7% | $4,798-71.5% | $5,352-74.4% |
| Admin fee / account holder | $150 | $9,544-98.4% | $7,477-98.0% | $9,541-98.4% |