Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $7,242 | $162,529-95.5% | $130,788-94.5% | $154,746-95.3% |
| Participation rate | 25.0% | 75.9%-50.9pp | 70.1%-45.1pp | 80.7%-55.7pp |
| Annual return | 36.16% | 510.48%-474.3pp | 386.44%-350.3pp | 172.34%-136.2pp |
| Employer contribution / active EE | $530 | $4,447-88.1% | $3,558-85.1% | $4,379-87.9% |
| Participant deferral / active EE | $1,287 | $4,808-73.2% | $4,137-68.9% | $6,730-80.9% |
| Admin fee / account holder | $253 | $7,669-96.7% | $6,673-96.2% | $14,365-98.2% |