Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $25,729 | $152,612-83.1% | $125,192-79.4% | $152,897-83.2% |
| Participation rate | 66.7% | 83.3%-16.7pp | 79.8%-13.1pp | 82.5%-15.8pp |
| Annual return | 100.93% | 54.85%+46.1pp | 43.79%+57.1pp | 345.43%-244.5pp |
| Employer contribution / active EE | $5,595 | $4,947+13.1% | $3,866+44.7% | $4,764+17.5% |
| Participant deferral / active EE | $7,319 | $5,868+24.7% | $4,937+48.2% | $5,851+25.1% |
| Admin fee / account holder | $20 | $13,437-99.9% | $9,704-99.8% | $11,599-99.8% |