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 | $11,063 | $110,240-90.0% | $96,544-88.5% | $139,487-92.1% |
| Participation rate | 50.0% | 78.1%-28.1pp | 76.0%-26.0pp | 80.3%-30.3pp |
| Annual return | 93.53% | 26.41%+67.1pp | 25.88%+67.7pp | 373.84%-280.3pp |
| Employer contribution / active EE | $2,439 | $3,622-32.7% | $2,966-17.8% | $4,755-48.7% |
| Participant deferral / active EE | $2,626 | $5,549-52.7% | $4,851-45.9% | $6,713-60.9% |
| Admin fee / account holder | $265 | $11,602-97.7% | $8,254-96.8% | $11,407-97.7% |