Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $13,685 | $95,979-85.7% | $74,551-81.6% | $135,380-89.9% |
| Participation rate | 42.9% | 75.7%-32.8pp | 69.1%-26.3pp | 82.6%-39.8pp |
| Annual return | -16.96% | 56.97%-73.9pp | 32.53%-49.5pp | 519.81%-536.8pp |
| Employer contribution / active EE | $486 | $2,716-82.1% | $1,961-75.2% | $4,779-89.8% |
| Participant deferral / active EE | $3,414 | $3,844-11.2% | $3,108+9.8% | $5,609-39.1% |
| Admin fee / account holder | $113 | $6,522-98.3% | $5,059-97.8% | $10,828-99.0% |