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 | $8,232 | $51,184-83.9% | $66,439-87.6% | $86,983-90.5% |
| Participation rate | 61.0% | 68.5%-7.4pp | 74.5%-13.5pp | 69.5%-8.5pp |
| Annual return | 16.42% | 17.07%-0.6pp | 757.66%-741.2pp | 25.83%-9.4pp |
| Employer contribution / active EE | $1,198 | $2,023-40.8% | $2,637-54.6% | $2,584-53.6% |
| Participant deferral / active EE | $1,527 | $2,927-47.8% | $3,876-60.6% | $4,194-63.6% |
| Admin fee / account holder | $265 | $4,154-93.6% | $6,173-95.7% | $7,856-96.6% |