Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $4,736 | $52,519-91.0% | $155,789-97.0% | $59,633-92.1% |
| Participation rate | 43.5% | 61.7%-18.2pp | 76.1%-32.6pp | 68.7%-25.2pp |
| Annual return | -5.86% | 53.51%-59.4pp | 71.54%-77.4pp | 2041.40%-2047.3pp |
| Employer contribution / active EE | $399 | $1,589-74.9% | $3,839-89.6% | $2,203-81.9% |
| Participant deferral / active EE | $1,048 | $3,084-66.0% | $4,798-78.2% | $3,192-67.2% |
| Admin fee / account holder | $290 | $3,540-91.8% | $7,477-96.1% | $4,297-93.3% |