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.
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 | $2,187 | $65,364-96.7% | $92,909-97.6% | $72,975-97.0% |
| Participation rate | 48.0% | 68.3%-20.3pp | 76.0%-28.0pp | 69.5%-21.5pp |
| Annual return | 6.61% | 42.11%-35.5pp | 109.44%-102.8pp | 81.01%-74.4pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $36 | $4,251-99.1% | $5,795-99.4% | $5,124-99.3% |