Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $13,991 | $77,817-82.0% | $123,553-88.7% | $64,173-78.2% |
| Participation rate | 59.6% | 74.7%-15.1pp | 82.3%-22.6pp | 69.6%-9.9pp |
| Annual return | -27.17% | 12.49%-39.7pp | 119.21%-146.4pp | 7.63%-34.8pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $6,668 | $5,240+27.2% | $6,426+3.8% | $3,470+92.2% |
| Admin fee / account holder | $57 | $5,519-99.0% | $9,284-99.4% | $4,887-98.8% |