Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $8,721 | $53,162-83.6% | $91,225-90.4% | $68,486-87.3% |
| Participation rate | 22.2% | 63.2%-41.0pp | 73.2%-51.0pp | 67.9%-45.7pp |
| Annual return | -40.21% | -3.14%-37.1pp | 114.12%-154.3pp | -7.85%-32.4pp |
| Employer contribution / active EE | $638 | $1,709-62.7% | $2,851-77.6% | $2,597-75.4% |
| Participant deferral / active EE | $1,193 | $2,974-59.9% | $4,233-71.8% | $4,028-70.4% |
| Admin fee / account holder | $38 | $4,493-99.2% | $5,422-99.3% | $5,404-99.3% |