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 | $20,438 | $58,726-65.2% | $92,240-77.8% | $62,293-67.2% |
| Participation rate | 19.5% | 68.3%-48.9pp | 76.5%-57.0pp | 69.5%-50.0pp |
| Annual return | 10.24% | 43.62%-33.4pp | 176.29%-166.0pp | 28.90%-18.7pp |
| Employer contribution / active EE | $643 | $2,392-73.1% | $3,680-82.5% | $2,042-68.5% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $207 | $556-62.7% | $5,194-96.0% | $479-56.7% |