Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $24,030 | $135,645-82.3% | $110,243-78.2% | $135,380-82.3% |
| Participation rate | 66.7% | 83.5%-16.8pp | 79.8%-13.2pp | 82.6%-16.0pp |
| Annual return | -10.57% | 513.24%-523.8pp | 314.76%-325.3pp | 519.81%-530.4pp |
| Employer contribution / active EE | $2,835 | $4,907-42.2% | $3,827-25.9% | $4,779-40.7% |
| Participant deferral / active EE | $7,509 | $5,507+36.4% | $4,672+60.7% | $5,609+33.9% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |