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 | $10,633 | $134,817-92.1% | $123,973-91.4% | $155,188-93.1% |
| Participation rate | 58.3% | 79.4%-21.1pp | 76.7%-18.3pp | 80.8%-22.5pp |
| Annual return | 23.90% | 515.49%-491.6pp | 388.13%-364.2pp | 148.84%-124.9pp |
| Employer contribution / active EE | $1,462 | $4,425-67.0% | $4,126-64.6% | $4,248-65.6% |
| Participant deferral / active EE | $2,716 | $5,706-52.4% | $5,247-48.2% | $6,531-58.4% |
| Admin fee / account holder | $246 | $13,245-98.1% | $11,799-97.9% | $14,480-98.3% |