Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $9,241 | $71,878-87.1% | $86,698-89.3% | $68,486-86.5% |
| Participation rate | 64.0% | 72.2%-8.2pp | 76.6%-12.6pp | 67.9%-3.9pp |
| Annual return | -23.12% | 3.53%-26.7pp | 35.95%-59.1pp | -7.85%-15.3pp |
| Employer contribution / active EE | $1,493 | $2,173-31.3% | $2,837-47.4% | $2,597-42.5% |
| Participant deferral / active EE | $2,541 | $3,779-32.8% | $4,656-45.4% | $4,028-36.9% |
| Admin fee / account holder | $62 | $6,113-99.0% | $7,493-99.2% | $5,404-98.9% |