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 | $10,470 | $90,486-88.4% | $78,676-86.7% | $273,972-96.2% |
| Participation rate | 66.7% | 76.5%-9.9pp | 73.6%-6.9pp | 83.0%-16.3pp |
| Annual return | 934.60% | 75.62%+859.0pp | 62.19%+872.4pp | 41.46%+893.1pp |
| Employer contribution / active EE | $668 | $3,175-79.0% | $2,850-76.6% | $4,869-86.3% |
| Participant deferral / active EE | $1,158 | $3,901-70.3% | $3,517-67.1% | $5,287-78.1% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |