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 | $10,649 | $84,685-87.4% | $73,836-85.6% | $125,389-91.5% |
| Participation rate | 28.6% | 76.8%-48.2pp | 73.4%-44.9pp | 83.2%-54.6pp |
| Annual return | -2.78% | 3123.80%-3126.6pp | 2268.06%-2270.8pp | 282.24%-285.0pp |
| Employer contribution / active EE | $602 | $3,123-80.7% | $2,787-78.4% | $4,866-87.6% |
| Participant deferral / active EE | $684 | $3,993-82.9% | $3,583-80.9% | $5,352-87.2% |
| Admin fee / account holder | $73 | $5,694-98.7% | $4,882-98.5% | $9,541-99.2% |