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 | $5,263 | $176,688-97.0% | $130,660-96.0% | $152,885-96.6% |
| Participation rate | 57.1% | 79.0%-21.8pp | 71.7%-14.6pp | 82.5%-25.3pp |
| Annual return | 133.22% | 2693.08%-2559.9pp | 1709.29%-1576.1pp | 345.39%-212.2pp |
| Employer contribution / active EE | $1,350 | $5,743-76.5% | $4,092-67.0% | $4,763-71.7% |
| Participant deferral / active EE | $1,837 | $4,362-57.9% | $3,603-49.0% | $5,851-68.6% |
| Admin fee / account holder | $0 | $7,131-100.0% | $5,463-100.0% | $11,598-100.0% |