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 | $9,136 | $104,937-91.3% | $84,628-89.2% | $152,897-94.0% |
| Participation rate | 62.5% | 74.8%-12.3pp | 68.2%-5.7pp | 82.5%-20.0pp |
| Annual return | 39.26% | 373.88%-334.6pp | 258.80%-219.5pp | 345.43%-306.2pp |
| Employer contribution / active EE | $1,155 | $3,303-65.0% | $2,653-56.5% | $4,764-75.8% |
| Participant deferral / active EE | $1,893 | $4,690-59.6% | $3,900-51.5% | $5,851-67.6% |
| Admin fee / account holder | $123 | $6,243-98.0% | $4,914-97.5% | $11,599-98.9% |