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 | $828 | $81,668-99.0% | $58,507-98.6% | $139,487-99.4% |
| Participation rate | 60.0% | 61.3%-1.3pp | 50.9%+9.1pp | 80.3%-20.3pp |
| Annual return | 28.39% | 7430.07%-7401.7pp | 4252.32%-4223.9pp | 373.84%-345.5pp |
| Employer contribution / active EE | $225 | $1,398-83.9% | $1,053-78.6% | $4,755-95.3% |
| Participant deferral / active EE | $245 | $2,554-90.4% | $1,922-87.3% | $6,713-96.4% |
| Admin fee / account holder | $16 | $3,212-99.5% | $2,486-99.4% | $11,407-99.9% |