Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $6,751 | $104,953-93.6% | $84,637-92.0% | $152,909-95.6% |
| Participation rate | 66.7% | 74.8%-8.2pp | 68.2%-1.6pp | 82.5%-15.8pp |
| Annual return | 33.65% | 373.94%-340.3pp | 258.82%-225.2pp | 345.46%-311.8pp |
| Employer contribution / active EE | $555 | $3,304-83.2% | $2,653-79.1% | $4,764-88.3% |
| Participant deferral / active EE | $2,750 | $4,691-41.4% | $3,900-29.5% | $5,851-53.0% |
| Admin fee / account holder | $86 | $6,244-98.6% | $4,914-98.3% | $11,601-99.3% |