Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $7,691 | $107,030-92.8% | $73,550-89.5% | $147,586-94.8% |
| Participation rate | 36.4% | 66.4%-30.0pp | 54.9%-18.6pp | 82.8%-46.5pp |
| Annual return | 0.00% | 38.25%-38.2pp | -15.16%+15.2pp | 578.59%-578.6pp |
| Employer contribution / active EE | $658 | $1,760-62.6% | $1,219-46.1% | $4,876-86.5% |
| Participant deferral / active EE | $2,018 | $2,458-17.9% | $1,804+11.9% | $5,439-62.9% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,886-100.0% |