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 | $6,062 | $46,732-87.0% | $156,552-96.1% | $55,167-89.0% |
| Participation rate | 63.7% | 65.8%-2.1pp | 84.0%-20.3pp | 69.0%-5.3pp |
| Annual return | 3.96% | 17.72%-13.8pp | 32.23%-28.3pp | 169.23%-165.3pp |
| Employer contribution / active EE | $879 | $2,105-58.3% | $5,501-84.0% | $1,963-55.2% |
| Participant deferral / active EE | $1,093 | $2,204-50.4% | $4,871-77.6% | $3,054-64.2% |
| Admin fee / account holder | $286 | $418-31.6% | $13,028-97.8% | $504-43.2% |