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 | $18,501 | $165,939-88.9% | $122,354-84.9% | $147,586-87.5% |
| Participation rate | 45.5% | 79.6%-34.1pp | 71.6%-26.2pp | 82.8%-37.4pp |
| Annual return | -18.76% | 34.56%-53.3pp | 30.28%-49.0pp | 578.59%-597.4pp |
| Employer contribution / active EE | $776 | $5,754-86.5% | $4,051-80.8% | $4,876-84.1% |
| Participant deferral / active EE | $2,098 | $4,005-47.6% | $3,287-36.2% | $5,439-61.4% |
| Admin fee / account holder | $0 | $7,425-100.0% | $5,479-100.0% | $10,886-100.0% |