Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $713 | $69,118-99.0% | $53,647-98.7% | $138,895-99.5% |
| Participation rate | 53.8% | 64.0%-10.1pp | 56.3%-2.4pp | 79.9%-26.1pp |
| Annual return | 18.97% | 248.26%-229.3pp | 358.33%-339.4pp | 145.39%-126.4pp |
| Employer contribution / active EE | $0 | $1,189-100.0% | $962-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $233 | $2,274-89.8% | $1,813-87.2% | $6,396-96.4% |
| Admin fee / account holder | $137 | $2,724-95.0% | $2,460-94.4% | $12,562-98.9% |