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 | $15,304 | $129,959-88.2% | $104,301-85.3% | $134,509-88.6% |
| Participation rate | 66.7% | 79.5%-12.9pp | 73.3%-6.6pp | 81.2%-14.6pp |
| Annual return | -31.34% | 42.04%-73.4pp | 24.61%-56.0pp | 418.13%-449.5pp |
| Employer contribution / active EE | $895 | $4,185-78.6% | $3,373-73.5% | $4,741-81.1% |
| Participant deferral / active EE | $7,080 | $5,589+26.7% | $4,626+53.1% | $6,400+10.6% |
| Admin fee / account holder | $51 | $9,325-99.5% | $7,340-99.3% | $11,427-99.6% |