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 | $15,221 | $129,737-88.3% | $119,126-87.2% | $154,746-90.2% |
| Participation rate | 60.0% | 78.9%-18.9pp | 75.8%-15.8pp | 80.7%-20.7pp |
| Annual return | 15.44% | 379.08%-363.6pp | 282.11%-266.7pp | 172.34%-156.9pp |
| Employer contribution / active EE | $4,289 | $4,375-2.0% | $4,034+6.3% | $4,379-2.0% |
| Participant deferral / active EE | $4,289 | $5,842-26.6% | $5,318-19.3% | $6,730-36.3% |
| Admin fee / account holder | $35 | $11,961-99.7% | $10,693-99.7% | $14,365-99.8% |