Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $12,349 | $180,462-93.2% | $154,111-92.0% | $135,379-90.9% |
| Participation rate | 57.1% | 87.4%-30.3pp | 83.0%-25.9pp | 82.6%-25.5pp |
| Annual return | -8.80% | 888.17%-897.0pp | 735.18%-744.0pp | 519.79%-528.6pp |
| Employer contribution / active EE | $1,478 | $6,036-75.5% | $5,298-72.1% | $4,779-69.1% |
| Participant deferral / active EE | $3,300 | $5,806-43.2% | $5,081-35.0% | $5,609-41.2% |
| Admin fee / account holder | $120 | $16,145-99.3% | $13,411-99.1% | $10,828-98.9% |