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 | $20,911 | $85,766-75.6% | $136,298-84.7% | $70,126-70.2% |
| Participation rate | 69.7% | 74.2%-4.5pp | 81.9%-12.2pp | 69.5%+0.2pp |
| Annual return | 56.33% | 31.46%+24.9pp | 5156.27%-5099.9pp | 73.15%-16.8pp |
| Employer contribution / active EE | $1,180 | $2,966-60.2% | $4,696-74.9% | $2,343-49.6% |
| Participant deferral / active EE | $2,624 | $5,051-48.1% | $6,247-58.0% | $3,332-21.3% |
| Admin fee / account holder | $201 | $5,421-96.3% | $9,244-97.8% | $4,645-95.7% |