Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $23,904 | $217,427-89.0% | $185,837-87.1% | $167,518-85.7% |
| Participation rate | 33.3% | 86.0%-52.7pp | 81.7%-48.4pp | 82.1%-48.8pp |
| Annual return | 2.46% | 148.39%-145.9pp | 122.08%-119.6pp | 478.71%-476.2pp |
| Employer contribution / active EE | $1,395 | $5,874-76.2% | $5,168-73.0% | $4,838-71.2% |
| Participant deferral / active EE | $6,068 | $6,357-4.5% | $5,568+9.0% | $6,342-4.3% |
| Admin fee / account holder | $0 | $19,816-100.0% | $16,241-100.0% | $12,312-100.0% |