Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $11,769 | $97,027-87.9% | $83,323-85.9% | $135,382-91.3% |
| Participation rate | 40.0% | 80.4%-40.4pp | 77.8%-37.8pp | 82.6%-42.6pp |
| Annual return | -24.50% | 12.31%-36.8pp | 10.63%-35.1pp | 519.77%-544.3pp |
| Employer contribution / active EE | $0 | $4,143-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,838 | $5,964-35.7% | $5,565-31.0% | $5,609-31.6% |
| Admin fee / account holder | $63 | $8,427-99.3% | $7,539-99.2% | $10,829-99.4% |