Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $14,196 | $150,346-90.6% | $120,524-88.2% | $145,877-90.3% |
| Participation rate | 37.5% | 78.8%-41.3pp | 71.9%-34.4pp | 80.3%-42.8pp |
| Annual return | 12.36% | 154.40%-142.0pp | 107.36%-95.0pp | 551.28%-538.9pp |
| Employer contribution / active EE | $1,438 | $4,353-67.0% | $3,469-58.5% | $4,663-69.2% |
| Participant deferral / active EE | $2,119 | $6,172-65.7% | $4,994-57.6% | $6,691-68.3% |
| Admin fee / account holder | $198 | $12,215-98.4% | $9,440-97.9% | $13,402-98.5% |