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 | $28,209 | $180,466-84.4% | $154,114-81.7% | $135,382-79.2% |
| Participation rate | 53.8% | 87.4%-33.6pp | 83.0%-29.2pp | 82.6%-28.8pp |
| Annual return | -12.34% | 888.15%-900.5pp | 735.16%-747.5pp | 519.77%-532.1pp |
| Employer contribution / active EE | $1,787 | $6,035-70.4% | $5,298-66.3% | $4,779-62.6% |
| Participant deferral / active EE | $4,079 | $5,806-29.8% | $5,081-19.7% | $5,609-27.3% |
| Admin fee / account holder | $98 | $16,144-99.4% | $13,411-99.3% | $10,829-99.1% |