Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $10,895 | $211,946-94.9% | $169,452-93.6% | $135,380-92.0% |
| Participation rate | 16.7% | 82.6%-66.0pp | 77.8%-61.1pp | 82.6%-66.0pp |
| Annual return | -10.79% | 3.26%-14.1pp | 1.83%-12.6pp | 519.81%-530.6pp |
| Employer contribution / active EE | $505 | $5,117-90.1% | $4,157-87.8% | $4,779-89.4% |
| Participant deferral / active EE | $1,071 | $6,075-82.4% | $5,277-79.7% | $5,609-80.9% |
| Admin fee / account holder | $53 | $11,472-99.5% | $9,110-99.4% | $10,828-99.5% |