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 | $5,418 | $63,819-91.5% | $57,736-90.6% | $139,466-96.1% |
| Participation rate | 35.3% | 65.7%-30.5pp | 64.8%-29.5pp | 80.3%-45.0pp |
| Annual return | 58.71% | 27.50%+31.2pp | 43.59%+15.1pp | 373.66%-315.0pp |
| Employer contribution / active EE | $382 | $2,754-86.1% | $2,452-84.4% | $4,754-92.0% |
| Participant deferral / active EE | $1,353 | $5,353-74.7% | $4,672-71.0% | $6,712-79.8% |
| Admin fee / account holder | $15 | $1,300-98.8% | $1,502-99.0% | $11,409-99.9% |