Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $18,879 | $109,620-82.8% | $148,496-87.3% | $94,015-79.9% |
| Participation rate | 65.1% | 71.3%-6.1pp | 76.0%-10.9pp | 70.8%-5.7pp |
| Annual return | 16.81% | 17.54%-0.7pp | 12.33%+4.5pp | 17.84%-1.0pp |
| Employer contribution / active EE | $1,485 | $2,618-43.3% | $3,497-57.6% | $2,790-46.8% |
| Participant deferral / active EE | $3,781 | $3,831-1.3% | $4,808-21.4% | $4,249-11.0% |
| Admin fee / account holder | $71 | $10,050-99.3% | $19,547-99.6% | $8,951-99.2% |