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 | $1,689 | $81,262-97.9% | $155,602-98.9% | $80,911-97.9% |
| Participation rate | 26.1% | 66.2%-40.2pp | 78.2%-52.1pp | 67.6%-41.6pp |
| Annual return | 10.38% | 33.34%-23.0pp | 64.81%-54.4pp | 35.63%-25.3pp |
| Employer contribution / active EE | $0 | $3,102-100.0% | $4,675-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $3,451-100.0% | $5,629-100.0% | $4,297-100.0% |
| Admin fee / account holder | $3 | $7,992-100.0% | $15,923-100.0% | $6,935-100.0% |