Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $15,835 | $150,447-89.5% | $136,298-88.4% | $147,586-89.3% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 26.24% | 1049.15%-1022.9pp | 5156.27%-5130.0pp | 578.59%-552.4pp |
| Employer contribution / active EE | $1,087 | $5,256-79.3% | $4,696-76.9% | $4,876-77.7% |
| Participant deferral / active EE | $3,787 | $6,631-42.9% | $6,247-39.4% | $5,439-30.4% |
| Admin fee / account holder | $225 | $10,906-97.9% | $9,244-97.6% | $10,886-97.9% |