Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $18,035 | $175,257-89.7% | $149,717-88.0% | $139,456-87.1% |
| Participation rate | 33.3% | 83.4%-50.1pp | 78.8%-45.4pp | 80.3%-47.0pp |
| Annual return | 28.14% | 166.70%-138.6pp | 134.41%-106.3pp | 373.45%-345.3pp |
| Employer contribution / active EE | $1,416 | $5,477-74.1% | $4,820-70.6% | $4,753-70.2% |
| Participant deferral / active EE | $4,687 | $6,521-28.1% | $5,682-17.5% | $6,711-30.2% |
| Admin fee / account holder | $20 | $16,156-99.9% | $13,213-99.8% | $11,407-99.8% |