Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $18,238 | $150,346-87.9% | $120,524-84.9% | $145,877-87.5% |
| Participation rate | 63.6% | 78.8%-15.2pp | 71.9%-8.3pp | 80.3%-16.7pp |
| Annual return | 21.72% | 154.40%-132.7pp | 107.36%-85.6pp | 551.28%-529.6pp |
| Employer contribution / active EE | $2,911 | $4,353-33.1% | $3,469-16.1% | $4,663-37.6% |
| Participant deferral / active EE | $3,438 | $6,172-44.3% | $4,994-31.2% | $6,691-48.6% |
| Admin fee / account holder | $147 | $12,215-98.8% | $9,440-98.4% | $13,402-98.9% |