Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $8,126 | $100,911-91.9% | $90,440-91.0% | $158,966-94.9% |
| Participation rate | 37.5% | 75.0%-37.5pp | 72.7%-35.2pp | 82.0%-44.5pp |
| Annual return | 20.01% | 1726.62%-1706.6pp | 1294.38%-1274.4pp | 302.95%-282.9pp |
| Employer contribution / active EE | $180 | $3,690-95.1% | $3,263-94.5% | $4,762-96.2% |
| Participant deferral / active EE | $1,822 | $4,348-58.1% | $3,964-54.0% | $5,983-69.5% |
| Admin fee / account holder | $73 | $6,507-98.9% | $5,615-98.7% | $11,250-99.4% |