Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $12,784 | $167,353-92.4% | $143,797-91.1% | $134,545-90.5% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -29.57% | 0.48%-30.1pp | -0.04%-29.5pp | 418.37%-447.9pp |
| Employer contribution / active EE | $1,593 | $5,620-71.7% | $4,952-67.8% | $4,742-66.4% |
| Participant deferral / active EE | $2,887 | $6,447-55.2% | $5,638-48.8% | $6,401-54.9% |
| Admin fee / account holder | $195 | $18,096-98.9% | $14,679-98.7% | $11,431-98.3% |