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 | $6,693 | $54,757-87.8% | $90,304-92.6% | $72,975-90.8% |
| Participation rate | 59.5% | 65.2%-5.6pp | 73.3%-13.8pp | 69.5%-10.0pp |
| Annual return | 0.20% | 30.63%-30.4pp | 78.13%-77.9pp | 81.01%-80.8pp |
| Employer contribution / active EE | $932 | $2,093-55.5% | $2,855-67.3% | $2,440-61.8% |
| Participant deferral / active EE | $1,437 | $2,887-50.2% | $3,885-63.0% | $3,608-60.2% |
| Admin fee / account holder | $159 | $3,973-96.0% | $5,354-97.0% | $5,124-96.9% |