Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $9,930 | $45,152-78.0% | $73,835-86.6% | $59,633-83.3% |
| Participation rate | 11.1% | 64.0%-52.9pp | 73.4%-62.3pp | 68.7%-57.6pp |
| Annual return | -1.77% | 27.40%-29.2pp | 2268.13%-2269.9pp | 2041.40%-2043.2pp |
| Employer contribution / active EE | $541 | $1,901-71.6% | $2,788-80.6% | $2,203-75.5% |
| Participant deferral / active EE | $1,443 | $2,573-43.9% | $3,583-59.7% | $3,192-54.8% |
| Admin fee / account holder | $207 | $3,515-94.1% | $4,880-95.8% | $4,297-95.2% |