Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $7,657 | $45,050-83.0% | $63,018-87.8% | $70,126-89.1% |
| Participation rate | 61.0% | 69.5%-8.5pp | 74.8%-13.8pp | 69.5%-8.6pp |
| Annual return | 4.45% | 18.76%-14.3pp | 87.62%-83.2pp | 73.15%-68.7pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,795 | $2,466-27.2% | $3,330-46.1% | $3,332-46.1% |
| Admin fee / account holder | $39 | $2,834-98.6% | $3,601-98.9% | $4,645-99.2% |