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 | $13,953 | $117,895-88.2% | $102,460-86.4% | $145,897-90.4% |
| Participation rate | 33.3% | 78.6%-45.3pp | 76.5%-43.2pp | 80.3%-47.0pp |
| Annual return | 27.12% | 31.92%-4.8pp | 29.47%-2.4pp | 552.29%-525.2pp |
| Employer contribution / active EE | $1,999 | $3,619-44.8% | $3,025-33.9% | $4,663-57.1% |
| Participant deferral / active EE | $7,700 | $5,736+34.2% | $5,056+52.3% | $6,689+15.1% |
| Admin fee / account holder | $53 | $13,353-99.6% | $9,460-99.4% | $13,390-99.6% |