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 | $20,177 | $138,075-85.4% | $123,552-83.7% | $135,379-85.1% |
| Participation rate | 33.3% | 84.7%-51.4pp | 82.3%-49.0pp | 82.6%-49.3pp |
| Annual return | -28.11% | 153.70%-181.8pp | 119.20%-147.3pp | 519.79%-547.9pp |
| Employer contribution / active EE | $1,055 | $5,152-79.5% | $4,628-77.2% | $4,779-77.9% |
| Participant deferral / active EE | $6,569 | $6,800-3.4% | $6,426+2.2% | $5,609+17.1% |
| Admin fee / account holder | $167 | $10,917-98.5% | $9,285-98.2% | $10,828-98.5% |