Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $10,006 | $165,361-93.9% | $149,715-93.3% | $158,950-93.7% |
| Participation rate | 62.5% | 84.6%-22.1pp | 82.5%-20.0pp | 82.0%-19.5pp |
| Annual return | 39.41% | 348.24%-308.8pp | 276.66%-237.2pp | 302.91%-263.5pp |
| Employer contribution / active EE | $1,178 | $5,103-76.9% | $4,645-74.6% | $4,762-75.3% |
| Participant deferral / active EE | $3,128 | $7,182-56.4% | $6,842-54.3% | $5,983-47.7% |
| Admin fee / account holder | $0 | $10,808-100.0% | $9,310-100.0% | $11,248-100.0% |