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 | $22,229 | $62,586-64.5% | $76,766-71.0% | $64,181-65.4% |
| Participation rate | 58.8% | 72.8%-14.0pp | 77.0%-18.1pp | 69.6%-10.7pp |
| Annual return | -4.64% | -1.95%-2.7pp | 2.43%-7.1pp | 7.63%-12.3pp |
| Employer contribution / active EE | $612 | $1,832-66.6% | $2,485-75.4% | $2,381-74.3% |
| Participant deferral / active EE | $1,802 | $3,145-42.7% | $3,851-53.2% | $3,470-48.1% |
| Admin fee / account holder | $38 | $4,667-99.2% | $6,675-99.4% | $4,887-99.2% |