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 | $3,266 | $71,215-95.4% | $93,696-96.5% | $80,935-96.0% |
| Participation rate | 2.9% | 60.4%-57.5pp | 68.7%-65.8pp | 67.7%-64.7pp |
| Annual return | 7.31% | 11.27%-4.0pp | 133.74%-126.4pp | 35.66%-28.4pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,422-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $4,417-100.0% | $4,299-100.0% |
| Admin fee / account holder | $35 | $6,958-99.5% | $8,287-99.6% | $6,924-99.5% |