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 | $13,504 | $165,351-91.8% | $149,710-91.0% | $158,931-91.5% |
| Participation rate | 40.0% | 84.6%-44.6pp | 82.5%-42.5pp | 82.0%-42.0pp |
| Annual return | 2.48% | 348.19%-345.7pp | 276.63%-274.1pp | 302.86%-300.4pp |
| Employer contribution / active EE | $1,014 | $5,103-80.1% | $4,645-78.2% | $4,761-78.7% |
| Participant deferral / active EE | $2,535 | $7,181-64.7% | $6,842-62.9% | $5,982-57.6% |
| Admin fee / account holder | $4 | $10,807-100.0% | $9,309-100.0% | $11,247-100.0% |