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 | $5,336 | $95,188-94.4% | $76,518-93.0% | $135,379-96.1% |
| Participation rate | 55.6% | 74.4%-18.8pp | 68.0%-12.4pp | 82.6%-27.1pp |
| Annual return | -14.73% | 4.85%-19.6pp | -0.27%-14.5pp | 519.79%-534.5pp |
| Employer contribution / active EE | $521 | $3,303-84.2% | $2,647-80.3% | $4,779-89.1% |
| Participant deferral / active EE | $1,683 | $4,640-63.7% | $3,836-56.1% | $5,609-70.0% |
| Admin fee / account holder | $16 | $6,249-99.7% | $4,849-99.7% | $10,828-99.9% |