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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $2,969 | $48,314-93.9% | $67,561-95.6% | $80,925-96.3% |
| Participation rate | 59.4% | 66.4%-7.0pp | 72.9%-13.5pp | 67.7%-8.2pp |
| Annual return | 37.13% | 18.28%+18.8pp | 3525.44%-3488.3pp | 35.65%+1.5pp |
| Employer contribution / active EE | $175 | $2,022-91.4% | $2,735-93.6% | $2,756-93.7% |
| Participant deferral / active EE | $1,126 | $2,927-61.5% | $4,003-71.9% | $4,299-73.8% |
| Admin fee / account holder | $18 | $3,690-99.5% | $4,006-99.5% | $6,940-99.7% |