Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $6,301 | $71,873-91.2% | $86,698-92.7% | $68,490-90.8% |
| Participation rate | 68.0% | 72.2%-4.2pp | 76.6%-8.6pp | 67.9%+0.1pp |
| Annual return | -34.47% | 3.54%-38.0pp | 35.96%-70.4pp | -7.85%-26.6pp |
| Employer contribution / active EE | $1,283 | $2,173-41.0% | $2,837-54.8% | $2,597-50.6% |
| Participant deferral / active EE | $2,408 | $3,779-36.3% | $4,656-48.3% | $4,028-40.2% |
| Admin fee / account holder | $0 | $6,110-100.0% | $7,492-100.0% | $5,403-100.0% |