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 | $23,144 | $65,704-64.8% | $94,229-75.4% | $59,633-61.2% |
| Participation rate | 30.8% | 72.1%-41.4pp | 78.8%-48.0pp | 68.7%-37.9pp |
| Annual return | -3.89% | 5.22%-9.1pp | 10.68%-14.6pp | 2041.45%-2045.3pp |
| Employer contribution / active EE | $935 | $2,021-53.7% | $3,587-73.9% | $2,203-57.5% |
| Participant deferral / active EE | $2,769 | $3,143-11.9% | $4,320-35.9% | $3,192-13.3% |
| Admin fee / account holder | $80 | $4,265-98.1% | $6,269-98.7% | $4,297-98.1% |