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 | $6,838 | $138,076-95.0% | $123,553-94.5% | $135,380-94.9% |
| Participation rate | 43.8% | 84.7%-41.0pp | 82.3%-38.5pp | 82.6%-38.9pp |
| Annual return | -18.76% | 153.70%-172.5pp | 119.21%-138.0pp | 519.81%-538.6pp |
| Employer contribution / active EE | $1,166 | $5,152-77.4% | $4,628-74.8% | $4,779-75.6% |
| Participant deferral / active EE | $3,341 | $6,800-50.9% | $6,426-48.0% | $5,609-40.4% |
| Admin fee / account holder | $249 | $10,917-97.7% | $9,284-97.3% | $10,828-97.7% |