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 | $4,679 | $52,380-91.1% | $98,775-95.3% | $85,847-94.5% |
| Participation rate | 3.6% | 58.0%-54.4pp | 65.7%-62.2pp | 69.3%-65.7pp |
| Annual return | 13.56% | 25.82%-12.3pp | 49.92%-36.4pp | 318.61%-305.1pp |
| Employer contribution / active EE | $0 | $1,337-100.0% | $2,067-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $0 | $2,101-100.0% | $3,035-100.0% | $3,952-100.0% |
| Admin fee / account holder | $100 | $3,865-97.4% | $4,076-97.6% | $6,261-98.4% |