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 | $5,629 | $100,073-94.4% | $85,126-93.4% | $145,877-96.1% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.9pp | 80.3%-13.6pp |
| Annual return | 18.35% | 84.11%-65.8pp | 66.63%-48.3pp | 551.28%-532.9pp |
| Employer contribution / active EE | $1,079 | $3,236-66.7% | $2,731-60.5% | $4,663-76.9% |
| Participant deferral / active EE | $1,545 | $5,294-70.8% | $4,523-65.8% | $6,691-76.9% |
| Admin fee / account holder | $14 | $7,261-99.8% | $6,160-99.8% | $13,402-99.9% |