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 | $19,105 | $127,387-85.0% | $115,038-83.4% | $125,389-84.8% |
| Participation rate | 50.0% | 84.2%-34.2pp | 81.4%-31.4pp | 83.2%-33.2pp |
| Annual return | -5.63% | 31.28%-36.9pp | 26.14%-31.8pp | 282.24%-287.9pp |
| Employer contribution / active EE | $2,164 | $5,166-58.1% | $4,608-53.0% | $4,866-55.5% |
| Participant deferral / active EE | $3,162 | $6,423-50.8% | $6,026-47.5% | $5,352-40.9% |
| Admin fee / account holder | $259 | $9,516-97.3% | $8,175-96.8% | $9,541-97.3% |