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 | $14,863 | $106,115-86.0% | $85,969-82.7% | $125,393-88.1% |
| Participation rate | 66.7% | 84.1%-17.4pp | 76.5%-9.9pp | 83.2%-16.5pp |
| Annual return | -30.66% | 13.93%-44.6pp | 9.32%-40.0pp | 282.23%-312.9pp |
| Employer contribution / active EE | $0 | $4,537-100.0% | $3,474-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,361 | $4,859-10.3% | $3,829+13.9% | $5,351-18.5% |
| Admin fee / account holder | $38 | $8,144-99.5% | $6,053-99.4% | $9,541-99.6% |