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 | $115,596 | $785,698-85.3% | $694,382-83.4% | $554,306-79.1% |
| Participation rate | 50.0% | 79.2%-29.2pp | 77.1%-27.1pp | 84.6%-34.6pp |
| Annual return | -4.87% | 9.34%-14.2pp | 9.66%-14.5pp | 10.47%-15.3pp |
| Employer contribution / active EE | $0 | $27,225-100.0% | $25,660-100.0% | $25,289-100.0% |
| Participant deferral / active EE | $0 | $1,297-100.0% | $1,431-100.0% | $3,690-100.0% |
| Admin fee / account holder | $0 | $18,173-100.0% | $15,543-100.0% | $49,540-100.0% |