Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $17,879 | $83,427-78.6% | $115,756-84.6% | $68,486-73.9% |
| Participation rate | 54.8% | 71.9%-17.1pp | 77.1%-22.3pp | 67.9%-13.1pp |
| Annual return | -23.10% | -10.95%-12.2pp | 143.14%-166.2pp | -7.85%-15.2pp |
| Employer contribution / active EE | $1,007 | $3,075-67.2% | $3,793-73.4% | $2,597-61.2% |
| Participant deferral / active EE | $2,817 | $5,355-47.4% | $6,254-55.0% | $4,028-30.1% |
| Admin fee / account holder | $134 | $5,708-97.7% | $8,124-98.4% | $5,404-97.5% |