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 | $3,200 | $140,578-97.7% | $100,671-96.8% | $125,388-97.4% |
| Participation rate | 33.3% | 80.4%-47.1pp | 70.7%-37.4pp | 83.2%-49.9pp |
| Annual return | -5.24% | 24.67%-29.9pp | 20.43%-25.7pp | 282.24%-287.5pp |
| Employer contribution / active EE | $123 | $5,965-97.9% | $4,012-96.9% | $4,866-97.5% |
| Participant deferral / active EE | $123 | $3,981-96.9% | $3,144-96.1% | $5,352-97.7% |
| Admin fee / account holder | $37 | $6,716-99.4% | $4,850-99.2% | $9,541-99.6% |