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 | $13,536 | $138,072-90.2% | $123,549-89.0% | $135,382-90.0% |
| Participation rate | 56.5% | 84.7%-28.2pp | 82.3%-25.8pp | 82.6%-26.1pp |
| Annual return | -18.60% | 153.69%-172.3pp | 119.20%-137.8pp | 519.77%-538.4pp |
| Employer contribution / active EE | $1,846 | $5,152-64.2% | $4,628-60.1% | $4,779-61.4% |
| Participant deferral / active EE | $3,768 | $6,799-44.6% | $6,426-41.4% | $5,609-32.8% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,829-100.0% |