Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $1,354 | $81,668-98.3% | $58,507-97.7% | $139,487-99.0% |
| Participation rate | 68.4% | 61.3%+7.1pp | 50.9%+17.6pp | 80.3%-11.9pp |
| Annual return | 20.91% | 7430.07%-7409.2pp | 4252.32%-4231.4pp | 373.84%-352.9pp |
| Employer contribution / active EE | $402 | $1,398-71.3% | $1,053-61.9% | $4,755-91.6% |
| Participant deferral / active EE | $412 | $2,554-83.9% | $1,922-78.6% | $6,713-93.9% |
| Admin fee / account holder | $144 | $3,212-95.5% | $2,486-94.2% | $11,407-98.7% |