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 | $7,289 | $155,555-95.3% | $146,866-95.0% | $155,188-95.3% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.5%-32.5pp | 80.8%-30.8pp |
| Annual return | 52.47% | 115.41%-62.9pp | 102.85%-50.4pp | 148.84%-96.4pp |
| Employer contribution / active EE | $2,303 | $4,647-50.4% | $4,425-48.0% | $4,248-45.8% |
| Participant deferral / active EE | $3,138 | $8,044-61.0% | $7,759-59.6% | $6,531-52.0% |
| Admin fee / account holder | $33 | $14,755-99.8% | $13,620-99.8% | $14,480-99.8% |