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 | $8,573 | $43,344-80.2% | $59,899-85.7% | $64,173-86.6% |
| Participation rate | 69.2% | 69.2%+0.1pp | 74.7%-5.5pp | 69.6%-0.3pp |
| Annual return | -1.56% | -1.55%0pp | 3.46%-5.0pp | 7.63%-9.2pp |
| Employer contribution / active EE | $868 | $2,030-57.2% | $2,723-68.1% | $2,381-63.5% |
| Participant deferral / active EE | $1,384 | $2,547-45.7% | $3,402-59.3% | $3,470-60.1% |
| Admin fee / account holder | $163 | $3,008-94.6% | $3,592-95.5% | $4,887-96.7% |