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 | $9,720 | $165,939-94.1% | $122,354-92.1% | $147,586-93.4% |
| Participation rate | 40.0% | 79.6%-39.6pp | 71.6%-31.6pp | 82.8%-42.8pp |
| Annual return | 1.33% | 34.56%-33.2pp | 30.28%-28.9pp | 578.59%-577.3pp |
| Employer contribution / active EE | $1,640 | $5,754-71.5% | $4,051-59.5% | $4,876-66.4% |
| Participant deferral / active EE | $1,640 | $4,005-59.1% | $3,287-50.1% | $5,439-69.8% |
| Admin fee / account holder | $24 | $7,425-99.7% | $5,479-99.6% | $10,886-99.8% |