Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $1,084 | $57,073-98.1% | $85,126-98.7% | $80,925-98.7% |
| Participation rate | 46.7% | 56.4%-9.7pp | 67.5%-20.9pp | 67.7%-21.0pp |
| Annual return | -0.47% | 21.69%-22.2pp | 66.63%-67.1pp | 35.65%-36.1pp |
| Employer contribution / active EE | $0 | $1,801-100.0% | $2,731-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $3,113-100.0% | $4,523-100.0% | $4,299-100.0% |
| Admin fee / account holder | $17 | $4,988-99.7% | $6,160-99.7% | $6,940-99.8% |