Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $10,673 | $175,231-93.9% | $149,696-92.9% | $139,466-92.3% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 29.50% | 166.77%-137.3pp | 134.46%-105.0pp | 373.66%-344.2pp |
| Employer contribution / active EE | $1,860 | $5,478-66.0% | $4,821-61.4% | $4,754-60.9% |
| Participant deferral / active EE | $2,356 | $6,521-63.9% | $5,682-58.5% | $6,712-64.9% |
| Admin fee / account holder | $68 | $16,155-99.6% | $13,212-99.5% | $11,409-99.4% |