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 | $12,097 | $150,346-92.0% | $120,524-90.0% | $145,877-91.7% |
| Participation rate | 55.0% | 78.8%-23.8pp | 71.9%-16.9pp | 80.3%-25.3pp |
| Annual return | 11.76% | 154.40%-142.6pp | 107.36%-95.6pp | 551.28%-539.5pp |
| Employer contribution / active EE | $0 | $4,353-100.0% | $3,469-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,352 | $6,172-61.9% | $4,994-52.9% | $6,691-64.9% |
| Admin fee / account holder | $88 | $12,215-99.3% | $9,440-99.1% | $13,402-99.3% |