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 | $6,986 | $167,352-95.8% | $143,788-95.1% | $134,509-94.8% |
| Participation rate | 69.2% | 84.8%-15.6pp | 80.3%-11.1pp | 81.2%-12.0pp |
| Annual return | -24.80% | 0.47%-25.3pp | -0.03%-24.8pp | 418.13%-442.9pp |
| Employer contribution / active EE | $1,698 | $5,620-69.8% | $4,952-65.7% | $4,741-64.2% |
| Participant deferral / active EE | $2,271 | $6,447-64.8% | $5,638-59.7% | $6,400-64.5% |
| Admin fee / account holder | $223 | $18,091-98.8% | $14,675-98.5% | $11,427-98.0% |