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 | $23,390 | $144,130-83.8% | $117,861-80.2% | $147,586-84.2% |
| Participation rate | 52.9% | 83.4%-30.5pp | 79.7%-26.7pp | 82.8%-29.9pp |
| Annual return | 5.07% | 531.20%-526.1pp | 335.11%-330.0pp | 578.59%-573.5pp |
| Employer contribution / active EE | $956 | $4,897-80.5% | $3,786-74.8% | $4,876-80.4% |
| Participant deferral / active EE | $2,290 | $5,316-56.9% | $4,482-48.9% | $5,439-57.9% |
| Admin fee / account holder | $19 | $10,887-99.8% | $8,021-99.8% | $10,886-99.8% |