Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $6,394 | $129,959-95.1% | $104,301-93.9% | $134,509-95.2% |
| Participation rate | 50.0% | 79.5%-29.5pp | 73.3%-23.3pp | 81.2%-31.2pp |
| Annual return | -27.96% | 42.04%-70.0pp | 24.61%-52.6pp | 418.13%-446.1pp |
| Employer contribution / active EE | $753 | $4,185-82.0% | $3,373-77.7% | $4,741-84.1% |
| Participant deferral / active EE | $1,766 | $5,589-68.4% | $4,626-61.8% | $6,400-72.4% |
| Admin fee / account holder | $18 | $9,325-99.8% | $7,340-99.8% | $11,427-99.8% |