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 | $23,615 | $180,462-86.9% | $154,111-84.7% | $135,379-82.6% |
| Participation rate | 14.3% | 87.4%-73.1pp | 83.0%-68.8pp | 82.6%-68.4pp |
| Annual return | -22.99% | 888.17%-911.2pp | 735.18%-758.2pp | 519.79%-542.8pp |
| Employer contribution / active EE | $1,648 | $6,036-72.7% | $5,298-68.9% | $4,779-65.5% |
| Participant deferral / active EE | $7,728 | $5,806+33.1% | $5,081+52.1% | $5,609+37.8% |
| Admin fee / account holder | $134 | $16,145-99.2% | $13,411-99.0% | $10,828-98.8% |