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 | $6,713 | $54,357-87.7% | $82,706-91.9% | $68,495-90.2% |
| Participation rate | 29.0% | 63.9%-34.9pp | 72.6%-43.5pp | 67.9%-38.9pp |
| Annual return | -39.79% | -13.67%-26.1pp | 701.76%-741.6pp | -7.84%-32.0pp |
| Employer contribution / active EE | $670 | $2,218-69.8% | $3,007-77.7% | $2,596-74.2% |
| Participant deferral / active EE | $1,078 | $3,246-66.8% | $4,394-75.5% | $4,028-73.2% |
| Admin fee / account holder | $53 | $4,396-98.8% | $5,329-99.0% | $5,403-99.0% |