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 | $8,829 | $127,387-93.1% | $115,038-92.3% | $125,389-93.0% |
| Participation rate | 66.7% | 84.2%-17.5pp | 81.4%-14.7pp | 83.2%-16.5pp |
| Annual return | 0.00% | 31.28%-31.3pp | 26.14%-26.1pp | 282.24%-282.2pp |
| Employer contribution / active EE | $2,698 | $5,166-47.8% | $4,608-41.4% | $4,866-44.6% |
| Participant deferral / active EE | $4,904 | $6,423-23.6% | $6,026-18.6% | $5,352-8.4% |
| Admin fee / account holder | $100 | $9,516-98.9% | $8,175-98.8% | $9,541-98.9% |