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 | $10,955 | $87,542-87.5% | $75,782-85.5% | $125,393-91.3% |
| Participation rate | 66.7% | 80.2%-13.5pp | 75.8%-9.2pp | 83.2%-16.5pp |
| Annual return | -8.01% | 13.48%-21.5pp | 9.68%-17.7pp | 282.23%-290.2pp |
| Employer contribution / active EE | $1,752 | $3,930-55.4% | $3,323-47.3% | $4,866-64.0% |
| Participant deferral / active EE | $2,842 | $4,229-32.8% | $3,652-22.2% | $5,351-46.9% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,300-100.0% | $9,541-100.0% |