Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $6,812 | $42,910-84.1% | $60,919-88.8% | $68,490-90.1% |
| Participation rate | 40.6% | 66.8%-26.1pp | 73.1%-32.5pp | 67.9%-27.3pp |
| Annual return | -24.30% | -13.99%-10.3pp | 16.96%-41.3pp | -7.85%-16.4pp |
| Employer contribution / active EE | $646 | $1,978-67.3% | $2,704-76.1% | $2,597-75.1% |
| Participant deferral / active EE | $1,400 | $2,866-51.2% | $3,814-63.3% | $4,028-65.2% |
| Admin fee / account holder | $17 | $3,104-99.4% | $3,228-99.5% | $5,403-99.7% |