Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $9,310 | $102,663-90.9% | $86,216-89.2% | $139,466-93.3% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.0%-2.3pp | 80.3%-13.7pp |
| Annual return | 30.25% | 1924.52%-1894.3pp | 1169.42%-1139.2pp | 373.66%-343.4pp |
| Employer contribution / active EE | $1,203 | $3,035-60.4% | $2,382-49.5% | $4,754-74.7% |
| Participant deferral / active EE | $2,231 | $4,677-52.3% | $3,986-44.0% | $6,712-66.8% |
| Admin fee / account holder | $87 | $8,663-99.0% | $6,853-98.7% | $11,409-99.2% |