Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $7,835 | $100,895-92.2% | $90,430-91.3% | $158,950-95.1% |
| Participation rate | 29.4% | 75.0%-45.6pp | 72.7%-43.3pp | 82.0%-52.6pp |
| Annual return | 29.14% | 1725.54%-1696.4pp | 1293.73%-1264.6pp | 302.91%-273.8pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,213 | $4,347-72.1% | $3,963-69.4% | $5,983-79.7% |
| Admin fee / account holder | $62 | $6,505-99.1% | $5,613-98.9% | $11,248-99.5% |