Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $5,259 | $167,030-96.9% | $135,768-96.1% | $155,188-96.6% |
| Participation rate | 55.0% | 76.2%-21.2pp | 71.1%-16.1pp | 80.8%-25.8pp |
| Annual return | 20.74% | 678.39%-657.7pp | 526.10%-505.4pp | 148.84%-128.1pp |
| Employer contribution / active EE | $88 | $4,132-97.9% | $3,394-97.4% | $4,248-97.9% |
| Participant deferral / active EE | $599 | $4,528-86.8% | $3,977-84.9% | $6,531-90.8% |
| Admin fee / account holder | $17 | $8,172-99.8% | $7,048-99.8% | $14,480-99.9% |