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 | $10,273 | $226,090-95.5% | $182,531-94.4% | $152,885-93.3% |
| Participation rate | 63.6% | 82.5%-18.8pp | 78.0%-14.3pp | 82.5%-18.8pp |
| Annual return | 22.73% | 192.57%-169.8pp | 148.57%-125.8pp | 345.39%-322.7pp |
| Employer contribution / active EE | $748 | $4,978-85.0% | $4,075-81.7% | $4,763-84.3% |
| Participant deferral / active EE | $2,624 | $6,369-58.8% | $5,525-52.5% | $5,851-55.1% |
| Admin fee / account holder | $136 | $10,705-98.7% | $8,593-98.4% | $11,598-98.8% |