Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $12,834 | $138,102-90.7% | $125,381-89.8% | $134,532-90.5% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -19.47% | 750.73%-770.2pp | 572.31%-591.8pp | 418.27%-437.7pp |
| Employer contribution / active EE | $1,027 | $5,245-80.4% | $4,815-78.7% | $4,741-78.3% |
| Participant deferral / active EE | $3,247 | $7,801-58.4% | $7,448-56.4% | $6,401-49.3% |
| Admin fee / account holder | $93 | $11,568-99.2% | $10,007-99.1% | $11,429-99.2% |