Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $15,451 | $228,395-93.2% | $185,861-91.7% | $158,982-90.3% |
| Participation rate | 66.7% | 82.3%-15.6pp | 78.0%-11.4pp | 82.0%-15.3pp |
| Annual return | 16.23% | 40.82%-24.6pp | 35.96%-19.7pp | 302.99%-286.8pp |
| Employer contribution / active EE | $1,323 | $4,968-73.4% | $4,088-67.6% | $4,763-72.2% |
| Participant deferral / active EE | $1,280 | $6,417-80.1% | $5,634-77.3% | $5,983-78.6% |
| Admin fee / account holder | $20 | $11,869-99.8% | $9,503-99.8% | $11,252-99.8% |