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 | $7,633 | $86,701-91.2% | $73,309-89.6% | $125,389-93.9% |
| Participation rate | 50.0% | 78.6%-28.6pp | 74.9%-24.9pp | 83.2%-33.2pp |
| Annual return | -19.52% | 2.78%-22.3pp | 5.67%-25.2pp | 282.24%-301.8pp |
| Employer contribution / active EE | $1,339 | $4,152-67.8% | $3,237-58.6% | $4,866-72.5% |
| Participant deferral / active EE | $2,150 | $5,549-61.3% | $4,991-56.9% | $5,352-59.8% |
| Admin fee / account holder | $0 | $7,768-100.0% | $5,635-100.0% | $9,541-100.0% |