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.
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 | $10,784 | $99,011-89.1% | $86,582-87.5% | $147,586-92.7% |
| Participation rate | 52.6% | 76.3%-23.7pp | 73.5%-20.9pp | 82.8%-30.2pp |
| Annual return | 11.98% | 1312.75%-1300.8pp | 965.08%-953.1pp | 578.59%-566.6pp |
| Employer contribution / active EE | $937 | $3,132-70.1% | $2,839-67.0% | $4,876-80.8% |
| Participant deferral / active EE | $981 | $3,972-75.3% | $3,609-72.8% | $5,439-82.0% |
| Admin fee / account holder | $154 | $5,709-97.3% | $4,904-96.9% | $10,886-98.6% |