Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $324,026 | $240,767+34.6% | $211,717+53.0% | $461,066-29.7% |
| Participation rate | 0.0% | 85.0%-85.0pp | 82.0%-82.0pp | 87.7%-87.7pp |
| Annual return | 16.12% | 18290.31%-18274.2pp | 16785.27%-16769.2pp | 484.84%-468.7pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,039-100.0% | $9,163-100.0% |
| Participant deferral / active EE | $4,229 | $5,417-21.9% | $4,523-6.5% | $6,032-29.9% |
| Admin fee / account holder | $202 | $12,275-98.4% | $10,047-98.0% | $28,147-99.3% |