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 | $12,466 | $84,236-85.2% | $170,435-92.7% | $70,126-82.2% |
| Participation rate | 27.3% | 70.8%-43.6pp | 83.6%-56.3pp | 69.5%-42.3pp |
| Annual return | 19.85% | 23.06%-3.2pp | 205.94%-186.1pp | 73.15%-53.3pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,758 | $3,086-43.0% | $4,939-64.4% | $3,332-47.2% |
| Admin fee / account holder | $0 | $5,698-100.0% | $13,881-100.0% | $4,645-100.0% |