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 | $16,104 | $115,814-86.1% | $101,275-84.1% | $158,982-89.9% |
| Participation rate | 54.5% | 79.4%-24.8pp | 75.8%-21.3pp | 82.0%-27.4pp |
| Annual return | 19.88% | 56.16%-36.3pp | 46.48%-26.6pp | 302.99%-283.1pp |
| Employer contribution / active EE | $1,226 | $4,176-70.6% | $3,660-66.5% | $4,763-74.3% |
| Participant deferral / active EE | $3,440 | $4,958-30.6% | $4,371-21.3% | $5,983-42.5% |
| Admin fee / account holder | $154 | $7,249-97.9% | $5,948-97.4% | $11,252-98.6% |