Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $19,276 | $160,059-88.0% | $140,019-86.2% | $135,379-85.8% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.5%-27.5pp | 82.6%-22.6pp |
| Annual return | -10.11% | 911.44%-921.6pp | 651.15%-661.3pp | 519.79%-529.9pp |
| Employer contribution / active EE | $1,743 | $6,420-72.8% | $5,605-68.9% | $4,779-63.5% |
| Participant deferral / active EE | $3,935 | $7,641-48.5% | $6,927-43.2% | $5,609-29.8% |
| Admin fee / account holder | $227 | $13,328-98.3% | $10,705-97.9% | $10,828-97.9% |