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 | $10,172 | $72,177-85.9% | $115,038-91.2% | $59,633-82.9% |
| Participation rate | 69.5% | 72.6%-3.1pp | 81.4%-11.9pp | 68.7%+0.8pp |
| Annual return | -7.36% | 12.02%-19.4pp | 26.14%-33.5pp | 2041.45%-2048.8pp |
| Employer contribution / active EE | $1,950 | $2,841-31.4% | $4,608-57.7% | $2,203-11.5% |
| Participant deferral / active EE | $3,464 | $4,783-27.6% | $6,026-42.5% | $3,192+8.5% |
| Admin fee / account holder | $83 | $4,927-98.3% | $8,175-99.0% | $4,297-98.1% |