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 | $12,572 | $39,162-67.9% | $100,671-87.5% | $59,633-78.9% |
| Participation rate | 29.6% | 55.9%-26.2pp | 70.7%-41.1pp | 68.7%-39.0pp |
| Annual return | -3.64% | 21.07%-24.7pp | 20.43%-24.1pp | 2041.40%-2045.0pp |
| Employer contribution / active EE | $388 | $1,151-66.3% | $4,012-90.3% | $2,203-82.4% |
| Participant deferral / active EE | $1,026 | $1,992-48.5% | $3,144-67.4% | $3,192-67.9% |
| Admin fee / account holder | $216 | $2,969-92.7% | $4,850-95.5% | $4,297-95.0% |