Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $8,126 | $64,719-87.4% | $112,249-92.8% | $68,486-88.1% |
| Participation rate | 44.0% | 67.2%-23.2pp | 75.1%-31.1pp | 67.9%-23.9pp |
| Annual return | -23.59% | -11.40%-12.2pp | 27.48%-51.1pp | -7.85%-15.7pp |
| Employer contribution / active EE | $1,378 | $2,747-49.8% | $3,636-62.1% | $2,597-46.9% |
| Participant deferral / active EE | $2,099 | $3,565-41.1% | $4,729-55.6% | $4,028-47.9% |
| Admin fee / account holder | $296 | $5,232-94.3% | $6,412-95.4% | $5,404-94.5% |