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 | $10,082 | $133,981-92.5% | $112,249-91.0% | $134,532-92.5% |
| Participation rate | 60.0% | 78.6%-18.6pp | 75.1%-15.1pp | 81.2%-21.2pp |
| Annual return | -25.05% | 47.16%-72.2pp | 27.48%-52.5pp | 418.27%-443.3pp |
| Employer contribution / active EE | $1,401 | $4,040-65.3% | $3,636-61.5% | $4,741-70.4% |
| Participant deferral / active EE | $1,998 | $5,292-62.2% | $4,729-57.7% | $6,401-68.8% |
| Admin fee / account holder | $80 | $7,492-98.9% | $6,412-98.8% | $11,429-99.3% |