Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $10,220 | $62,589-83.7% | $76,768-86.7% | $64,173-84.1% |
| Participation rate | 65.4% | 72.8%-7.4pp | 77.0%-11.6pp | 69.6%-4.2pp |
| Annual return | -16.92% | -1.95%-15.0pp | 2.43%-19.4pp | 7.63%-24.6pp |
| Employer contribution / active EE | $1,404 | $1,832-23.4% | $2,485-43.5% | $2,381-41.0% |
| Participant deferral / active EE | $2,719 | $3,145-13.5% | $3,852-29.4% | $3,470-21.6% |
| Admin fee / account holder | $218 | $4,667-95.3% | $6,675-96.7% | $4,887-95.5% |