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 | $11,405 | $180,462-93.7% | $154,111-92.6% | $135,379-91.6% |
| Participation rate | 60.0% | 87.4%-27.4pp | 83.0%-23.0pp | 82.6%-22.6pp |
| Annual return | -15.41% | 888.17%-903.6pp | 735.18%-750.6pp | 519.79%-535.2pp |
| Employer contribution / active EE | $1,564 | $6,036-74.1% | $5,298-70.5% | $4,779-67.3% |
| Participant deferral / active EE | $2,982 | $5,806-48.7% | $5,081-41.3% | $5,609-46.8% |
| Admin fee / account holder | $160 | $16,145-99.0% | $13,411-98.8% | $10,828-98.5% |