Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $15,814 | $106,008-85.1% | $92,240-82.9% | $147,586-89.3% |
| Participation rate | 66.7% | 80.4%-13.7pp | 76.5%-9.8pp | 82.8%-16.2pp |
| Annual return | 48.27% | 50.05%-1.8pp | 176.29%-128.0pp | 578.59%-530.3pp |
| Employer contribution / active EE | $1,866 | $4,333-56.9% | $3,680-49.3% | $4,876-61.7% |
| Participant deferral / active EE | $11,959 | $4,478+167.0% | $3,897+206.9% | $5,439+119.9% |
| Admin fee / account holder | $110 | $6,333-98.3% | $5,194-97.9% | $10,886-99.0% |