Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $14,235 | $105,867-86.6% | $90,760-84.3% | $134,532-89.4% |
| Participation rate | 40.0% | 78.3%-38.3pp | 75.7%-35.7pp | 81.2%-41.2pp |
| Annual return | -21.83% | -10.99%-10.8pp | -12.16%-9.7pp | 418.27%-440.1pp |
| Employer contribution / active EE | $1,097 | $3,464-68.3% | $2,922-62.4% | $4,741-76.9% |
| Participant deferral / active EE | $1,686 | $5,217-67.7% | $4,565-63.1% | $6,401-73.7% |
| Admin fee / account holder | $0 | $13,936-100.0% | $8,444-100.0% | $11,429-100.0% |