Filed July 17, 2025
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $2,407 | $48,364-95.0% | $71,796-96.6% | $62,881-96.2% |
| Participation rate | 41.9% | 60.6%-18.7pp | 69.1%-27.2pp | 69.3%-27.4pp |
| Annual return | 0.00% | 13.16%-13.2pp | 78.04%-78.0pp | 20.14%-20.1pp |
| Employer contribution / active EE | $307 | $1,042-70.5% | $1,924-84.0% | $2,281-86.5% |
| Participant deferral / active EE | $447 | $2,091-78.6% | $2,794-84.0% | $3,203-86.0% |
| Admin fee / account holder | $17 | $3,771-99.5% | $4,815-99.6% | $4,296-99.6% |