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 | $9,363 | $60,349-84.5% | $74,184-87.4% | $62,881-85.1% |
| Participation rate | 50.0% | 72.7%-22.7pp | 76.6%-26.6pp | 69.3%-19.3pp |
| Annual return | 0.00% | 21.38%-21.4pp | 17.74%-17.7pp | 20.14%-20.1pp |
| Employer contribution / active EE | $597 | $1,680-64.5% | $2,370-74.8% | $2,281-73.8% |
| Participant deferral / active EE | $1,909 | $2,856-33.2% | $3,550-46.2% | $3,203-40.4% |
| Admin fee / account holder | $22 | $4,261-99.5% | $5,586-99.6% | $4,296-99.5% |