Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $7,861 | $59,813-86.9% | $79,580-90.1% | $68,486-88.5% |
| Participation rate | 36.4% | 61.1%-24.7pp | 69.5%-33.1pp | 67.9%-31.5pp |
| Annual return | -40.85% | -12.30%-28.6pp | 0.15%-41.0pp | -7.85%-33.0pp |
| Employer contribution / active EE | $777 | $1,505-48.4% | $2,413-67.8% | $2,597-70.1% |
| Participant deferral / active EE | $2,106 | $3,024-30.4% | $3,985-47.2% | $4,028-47.7% |
| Admin fee / account holder | $195 | $4,835-96.0% | $6,835-97.2% | $5,404-96.4% |