Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $5,374 | $102,595-94.8% | $94,057-94.3% | $154,746-96.5% |
| Participation rate | 65.0% | 76.0%-11.0pp | 73.3%-8.3pp | 80.7%-15.7pp |
| Annual return | 19.89% | 583.42%-563.5pp | 480.62%-460.7pp | 172.34%-152.4pp |
| Employer contribution / active EE | $674 | $3,147-78.6% | $2,933-77.0% | $4,379-84.6% |
| Participant deferral / active EE | $1,409 | $5,118-72.5% | $4,709-70.1% | $6,730-79.1% |
| Admin fee / account holder | $56 | $7,736-99.3% | $7,244-99.2% | $14,365-99.6% |