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 | $8,893 | $155,840-94.3% | $124,694-92.9% | $167,553-94.7% |
| Participation rate | 60.0% | 81.1%-21.1pp | 74.6%-14.6pp | 82.1%-22.1pp |
| Annual return | 49.30% | 17.98%+31.3pp | 5144.82%-5095.5pp | 478.89%-429.6pp |
| Employer contribution / active EE | $2,894 | $4,165-30.5% | $3,325-13.0% | $4,840-40.2% |
| Participant deferral / active EE | $0 | $5,675-100.0% | $4,615-100.0% | $6,343-100.0% |
| Admin fee / account holder | $0 | $9,536-100.0% | $7,495-100.0% | $12,316-100.0% |