Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $9,109 | $77,817-88.3% | $123,553-92.6% | $64,173-85.8% |
| Participation rate | 66.7% | 74.7%-8.0pp | 82.3%-15.6pp | 69.6%-2.9pp |
| Annual return | -49.25% | 12.49%-61.7pp | 119.21%-168.5pp | 7.63%-56.9pp |
| Employer contribution / active EE | $938 | $3,014-68.9% | $4,628-79.7% | $2,381-60.6% |
| Participant deferral / active EE | $4,809 | $5,240-8.2% | $6,426-25.2% | $3,470+38.6% |
| Admin fee / account holder | $98 | $5,519-98.2% | $9,284-98.9% | $4,887-98.0% |