Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $784 | $108,226-99.3% | $77,513-99.0% | $158,950-99.5% |
| Participation rate | 68.4% | 64.4%+4.0pp | 54.2%+14.2pp | 82.0%-13.5pp |
| Annual return | 86.22% | 31.67%+54.5pp | 54.81%+31.4pp | 302.91%-216.7pp |
| Employer contribution / active EE | $203 | $1,325-84.6% | $987-79.4% | $4,762-95.7% |
| Participant deferral / active EE | $306 | $2,456-87.6% | $1,861-83.6% | $5,983-94.9% |
| Admin fee / account holder | $3 | $3,710-99.9% | $2,859-99.9% | $11,248-100.0% |