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 | $10,296 | $45,438-77.3% | $80,004-87.1% | $59,633-82.7% |
| Participation rate | 60.6% | 63.7%-3.1pp | 73.0%-12.4pp | 68.7%-8.1pp |
| Annual return | -2.14% | 5.10%-7.2pp | 7.63%-9.8pp | 2041.45%-2043.6pp |
| Employer contribution / active EE | $0 | $1,236-100.0% | $2,473-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $878 | $2,231-60.6% | $3,204-72.6% | $3,192-72.5% |
| Admin fee / account holder | $0 | $3,464-100.0% | $5,033-100.0% | $4,297-100.0% |