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 | $12,544 | $57,352-78.1% | $83,830-85.0% | $64,173-80.5% |
| Participation rate | 58.6% | 68.6%-10.0pp | 76.1%-17.5pp | 69.6%-10.9pp |
| Annual return | -13.26% | 11.38%-24.6pp | 850.97%-864.2pp | 7.63%-20.9pp |
| Employer contribution / active EE | $1,115 | $2,546-56.2% | $3,631-69.3% | $2,381-53.2% |
| Participant deferral / active EE | $2,100 | $2,993-29.8% | $4,082-48.5% | $3,470-39.5% |
| Admin fee / account holder | $165 | $4,046-95.9% | $5,479-97.0% | $4,887-96.6% |