Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $13,069 | $180,462-92.8% | $154,111-91.5% | $135,379-90.3% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -42.30% | 888.17%-930.5pp | 735.18%-777.5pp | 519.79%-562.1pp |
| Employer contribution / active EE | $1,328 | $6,036-78.0% | $5,298-74.9% | $4,779-72.2% |
| Participant deferral / active EE | $7,000 | $5,806+20.6% | $5,081+37.8% | $5,609+24.8% |
| Admin fee / account holder | $74 | $16,145-99.5% | $13,411-99.5% | $10,828-99.3% |