Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $5,167 | $45,152-88.6% | $73,835-93.0% | $59,633-91.3% |
| Participation rate | 30.3% | 64.0%-33.7pp | 73.4%-43.1pp | 68.7%-38.4pp |
| Annual return | -5.25% | 27.40%-32.7pp | 2268.13%-2273.4pp | 2041.40%-2046.6pp |
| Employer contribution / active EE | $768 | $1,901-59.6% | $2,788-72.4% | $2,203-65.1% |
| Participant deferral / active EE | $1,027 | $2,573-60.1% | $3,583-71.3% | $3,192-67.8% |
| Admin fee / account holder | $0 | $3,515-100.0% | $4,880-100.0% | $4,297-100.0% |