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 | $10,553 | $96,123-89.0% | $77,361-86.4% | $198,609-94.7% |
| Participation rate | 31.8% | 81.1%-49.3pp | 75.0%-43.2pp | 82.4%-50.6pp |
| Annual return | 14.32% | 2054.81%-2040.5pp | 1011.54%-997.2pp | 202.70%-188.4pp |
| Employer contribution / active EE | $822 | $3,791-78.3% | $2,990-72.5% | $5,055-83.7% |
| Participant deferral / active EE | $1,587 | $4,975-68.1% | $3,911-59.4% | $6,977-77.2% |
| Admin fee / account holder | $96 | $9,471-99.0% | $5,894-98.4% | $19,030-99.5% |