Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $7,091 | $185,225-96.2% | $142,898-95.0% | $167,536-95.8% |
| Participation rate | 52.2% | 78.5%-26.3pp | 72.0%-19.8pp | 82.1%-29.9pp |
| Annual return | 28.37% | 8558.12%-8529.8pp | 5639.64%-5611.3pp | 478.82%-450.4pp |
| Employer contribution / active EE | $0 | $5,607-100.0% | $4,146-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,888 | $4,496-35.8% | $3,838-24.8% | $6,342-54.5% |
| Admin fee / account holder | $0 | $8,032-100.0% | $6,560-100.0% | $12,315-100.0% |