Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $9,202 | $56,134-83.6% | $96,171-90.4% | $85,847-89.3% |
| Participation rate | 30.3% | 56.7%-26.4pp | 68.4%-38.1pp | 69.3%-39.0pp |
| Annual return | 29.65% | 42.30%-12.7pp | 192.04%-162.4pp | 318.61%-289.0pp |
| Employer contribution / active EE | $682 | $1,620-57.9% | $2,799-75.6% | $2,565-73.4% |
| Participant deferral / active EE | $1,942 | $2,858-32.0% | $4,350-55.4% | $3,952-50.9% |
| Admin fee / account holder | $0 | $3,769-100.0% | $5,538-100.0% | $6,261-100.0% |