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 | $12,151 | $160,028-92.4% | $147,080-91.7% | $145,884-91.7% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 16.08% | 98.60%-82.5pp | 420.17%-404.1pp | 551.85%-535.8pp |
| Employer contribution / active EE | $1,102 | $5,286-79.2% | $4,933-77.7% | $4,662-76.4% |
| Participant deferral / active EE | $6,885 | $8,422-18.2% | $8,066-14.6% | $6,690+2.9% |
| Admin fee / account holder | $25 | $15,030-99.8% | $12,989-99.8% | $13,392-99.8% |