Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $16,863 | $176,688-90.5% | $130,660-87.1% | $152,897-89.0% |
| Participation rate | 14.3% | 79.0%-64.7pp | 71.7%-57.5pp | 82.5%-68.2pp |
| Annual return | 6.38% | 2693.08%-2686.7pp | 1709.29%-1702.9pp | 345.43%-339.0pp |
| Employer contribution / active EE | $4,508 | $5,743-21.5% | $4,092+10.2% | $4,764-5.4% |
| Participant deferral / active EE | $0 | $4,362-100.0% | $3,603-100.0% | $5,851-100.0% |
| Admin fee / account holder | $19 | $7,131-99.7% | $5,463-99.7% | $11,599-99.8% |