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 | $10,221 | $136,307-92.5% | $106,619-90.4% | $273,972-96.3% |
| Participation rate | 69.2% | 84.8%-15.5pp | 78.0%-8.8pp | 83.0%-13.8pp |
| Annual return | 13.88% | 11.05%+2.8pp | 9.42%+4.5pp | 41.46%-27.6pp |
| Employer contribution / active EE | $1,889 | $5,190-63.6% | $3,947-52.1% | $4,869-61.2% |
| Participant deferral / active EE | $2,362 | $4,969-52.5% | $3,930-39.9% | $5,287-55.3% |
| Admin fee / account holder | $0 | $8,625-100.0% | $6,418-100.0% | $10,133-100.0% |