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 | $20,487 | $211,946-90.3% | $169,452-87.9% | $135,380-84.9% |
| Participation rate | 50.0% | 82.6%-32.6pp | 77.8%-27.8pp | 82.6%-32.6pp |
| Annual return | -10.79% | 3.26%-14.1pp | 1.83%-12.6pp | 519.81%-530.6pp |
| Employer contribution / active EE | $933 | $5,117-81.8% | $4,157-77.6% | $4,779-80.5% |
| Participant deferral / active EE | $1,138 | $6,075-81.3% | $5,277-78.4% | $5,609-79.7% |
| Admin fee / account holder | $0 | $11,472-100.0% | $9,110-100.0% | $10,828-100.0% |