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 | $3,799 | $54,726-93.1% | $68,793-94.5% | $64,181-94.1% |
| Participation rate | 52.0% | 68.0%-16.0pp | 72.2%-20.2pp | 69.6%-17.6pp |
| Annual return | -12.10% | -1.62%-10.5pp | -4.63%-7.5pp | 7.63%-19.7pp |
| Employer contribution / active EE | $669 | $1,846-63.8% | $2,625-74.5% | $2,381-71.9% |
| Participant deferral / active EE | $1,321 | $2,626-49.7% | $3,311-60.1% | $3,470-61.9% |
| Admin fee / account holder | $109 | $4,027-97.3% | $5,131-97.9% | $4,887-97.8% |