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 | $3,483 | $96,558-96.4% | $80,977-95.7% | $273,972-98.7% |
| Participation rate | 66.7% | 79.1%-12.4pp | 75.8%-9.1pp | 83.0%-16.3pp |
| Annual return | 0.00% | 15.14%-15.1pp | 17.11%-17.1pp | 41.46%-41.5pp |
| Employer contribution / active EE | $617 | $4,869-87.3% | $3,715-83.4% | $4,869-87.3% |
| Participant deferral / active EE | $1,718 | $6,598-74.0% | $5,696-69.8% | $5,287-67.5% |
| Admin fee / account holder | $5 | $7,493-99.9% | $5,517-99.9% | $10,133-99.9% |