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 | $16,278 | $183,592-91.1% | $155,574-89.5% | $145,877-88.8% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 7.55% | 61.37%-53.8pp | 64.87%-57.3pp | 551.28%-543.7pp |
| Employer contribution / active EE | $1,280 | $5,317-75.9% | $4,676-72.6% | $4,663-72.5% |
| Participant deferral / active EE | $2,092 | $6,466-67.7% | $5,629-62.8% | $6,691-68.7% |
| Admin fee / account holder | $248 | $19,316-98.7% | $15,914-98.4% | $13,402-98.1% |