Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $10,463 | $105,929-90.1% | $81,716-87.2% | $158,966-93.4% |
| Participation rate | 60.0% | 75.6%-15.6pp | 72.0%-12.0pp | 82.0%-22.0pp |
| Annual return | -0.70% | 38.19%-38.9pp | 29.49%-30.2pp | 302.95%-303.7pp |
| Employer contribution / active EE | $745 | $7,802-90.4% | $4,310-82.7% | $4,762-84.4% |
| Participant deferral / active EE | $1,801 | $13,007-86.2% | $7,108-74.7% | $5,983-69.9% |
| Admin fee / account holder | $137 | $8,492-98.4% | $5,159-97.3% | $11,250-98.8% |