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 | $9,153 | $78,694-88.4% | $67,652-86.5% | $125,389-92.7% |
| Participation rate | 53.3% | 78.8%-25.5pp | 75.7%-22.3pp | 83.2%-29.9pp |
| Annual return | -11.68% | 9.46%-21.1pp | 6625.40%-6637.1pp | 282.24%-293.9pp |
| Employer contribution / active EE | $1,190 | $3,044-60.9% | $2,266-47.5% | $4,866-75.6% |
| Participant deferral / active EE | $3,107 | $4,292-27.6% | $3,560-12.7% | $5,352-41.9% |
| Admin fee / account holder | $46 | $7,403-99.4% | $4,821-99.0% | $9,541-99.5% |