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 | $20,297 | $85,766-76.3% | $136,297-85.1% | $70,131-71.1% |
| Participation rate | 44.8% | 74.2%-29.3pp | 81.9%-37.1pp | 69.5%-24.7pp |
| Annual return | 21.84% | 31.45%-9.6pp | 5156.16%-5134.3pp | 73.14%-51.3pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,504 | $5,051-30.6% | $6,247-43.9% | $3,332+5.2% |
| Admin fee / account holder | $218 | $5,420-96.0% | $9,244-97.6% | $4,645-95.3% |