Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $20,974 | $202,342-89.6% | $172,752-87.9% | $152,897-86.3% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 89.88% | 1029.83%-939.9pp | 802.97%-713.1pp | 345.43%-255.5pp |
| Employer contribution / active EE | $1,571 | $5,858-73.2% | $5,144-69.5% | $4,764-67.0% |
| Participant deferral / active EE | $4,640 | $5,948-22.0% | $5,198-10.7% | $5,851-20.7% |
| Admin fee / account holder | $85 | $17,111-99.5% | $13,955-99.4% | $11,599-99.3% |