Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $20,861 | $167,533-87.5% | $151,645-86.2% | $134,545-84.5% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | -34.72% | 7.81%-42.5pp | 3.34%-38.1pp | 418.37%-453.1pp |
| Employer contribution / active EE | $8,214 | $6,828+20.3% | $6,165+33.2% | $4,742+73.2% |
| Participant deferral / active EE | $10,005 | $8,985+11.4% | $8,363+19.6% | $6,401+56.3% |
| Admin fee / account holder | $0 | $13,781-100.0% | $11,614-100.0% | $11,431-100.0% |