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 | $21,092 | $113,941-81.5% | $94,229-77.6% | $125,389-83.2% |
| Participation rate | 66.7% | 82.9%-16.2pp | 78.8%-12.1pp | 83.2%-16.5pp |
| Annual return | -6.64% | 5.29%-11.9pp | 10.68%-17.3pp | 282.24%-288.9pp |
| Employer contribution / active EE | $1,065 | $4,727-77.5% | $3,587-70.3% | $4,866-78.1% |
| Participant deferral / active EE | $1,999 | $5,179-61.4% | $4,320-53.7% | $5,352-62.6% |
| Admin fee / account holder | $0 | $8,392-100.0% | $6,269-100.0% | $9,541-100.0% |