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 | $22,659 | $78,425-71.1% | $95,956-76.4% | $79,858-71.6% |
| Participation rate | 46.9% | 73.5%-26.6pp | 77.1%-30.1pp | 69.6%-22.7pp |
| Annual return | 10.05% | 19.37%-9.3pp | 91.63%-81.6pp | 31.72%-21.7pp |
| Employer contribution / active EE | $882 | $1,945-54.7% | $2,541-65.3% | $2,471-64.3% |
| Participant deferral / active EE | $1,755 | $3,440-49.0% | $4,167-57.9% | $3,740-53.1% |
| Admin fee / account holder | $210 | $5,622-96.3% | $6,797-96.9% | $5,306-96.0% |