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 | $9,025 | $107,353-91.6% | $92,903-90.3% | $152,885-94.1% |
| Participation rate | 61.5% | 79.8%-18.2pp | 76.0%-14.5pp | 82.5%-20.9pp |
| Annual return | 1.01% | 145.62%-144.6pp | 109.43%-108.4pp | 345.39%-344.4pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $92 | $7,081-98.7% | $5,795-98.4% | $11,598-99.2% |