Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $6,731 | $106,247-93.7% | $96,515-93.0% | $139,466-95.2% |
| Participation rate | 55.6% | 77.8%-22.3pp | 74.3%-18.8pp | 80.3%-24.8pp |
| Annual return | 40.64% | 38.47%+2.2pp | 35.73%+4.9pp | 373.66%-333.0pp |
| Employer contribution / active EE | $1,018 | $4,106-75.2% | $3,740-72.8% | $4,754-78.6% |
| Participant deferral / active EE | $2,112 | $5,456-61.3% | $4,880-56.7% | $6,712-68.5% |
| Admin fee / account holder | $55 | $7,885-99.3% | $6,735-99.2% | $11,409-99.5% |