Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $2,514 | $43,075-94.2% | $74,577-96.6% | $62,881-96.0% |
| Participation rate | 53.5% | 58.1%-4.6pp | 68.1%-14.6pp | 69.3%-15.8pp |
| Annual return | 85.38% | 17.50%+67.9pp | 20.47%+64.9pp | 20.14%+65.2pp |
| Employer contribution / active EE | $595 | $1,498-60.3% | $2,525-76.4% | $2,281-73.9% |
| Participant deferral / active EE | $943 | $2,389-60.5% | $3,458-72.7% | $3,203-70.6% |
| Admin fee / account holder | $7 | $2,840-99.8% | $4,138-99.8% | $4,296-99.8% |