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 | $19,241 | $202,342-90.5% | $172,753-88.9% | $152,909-87.4% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.5%-22.5pp |
| Annual return | 35.23% | 1029.88%-994.6pp | 803.00%-767.8pp | 345.46%-310.2pp |
| Employer contribution / active EE | $4,767 | $5,857-18.6% | $5,144-7.3% | $4,764+0.1% |
| Participant deferral / active EE | $8,174 | $5,948+37.4% | $5,198+57.3% | $5,851+39.7% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |