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 | $24,617 | $153,769-84.0% | $133,975-81.6% | $273,972-91.0% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.1%-37.1pp | 83.0%-33.0pp |
| Annual return | -6.76% | 36.51%-43.3pp | 29.29%-36.1pp | 41.46%-48.2pp |
| Employer contribution / active EE | $4,044 | $6,029-32.9% | $5,211-22.4% | $4,869-16.9% |
| Participant deferral / active EE | $5,660 | $6,958-18.7% | $6,282-9.9% | $5,287+7.1% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |