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 | $16,228 | $57,350-71.7% | $83,850-80.6% | $64,181-74.7% |
| Participation rate | 64.9% | 68.6%-3.7pp | 76.1%-11.3pp | 69.6%-4.7pp |
| Annual return | -9.95% | 11.38%-21.3pp | 850.92%-860.9pp | 7.63%-17.6pp |
| Employer contribution / active EE | $1,155 | $2,545-54.6% | $3,631-68.2% | $2,381-51.5% |
| Participant deferral / active EE | $1,405 | $2,993-53.0% | $4,082-65.6% | $3,470-59.5% |
| Admin fee / account holder | $0 | $4,046-100.0% | $5,478-100.0% | $4,887-100.0% |