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 | $15,288 | $64,719-76.4% | $112,249-86.4% | $68,486-77.7% |
| Participation rate | 40.7% | 67.2%-26.4pp | 75.1%-34.3pp | 67.9%-27.2pp |
| Annual return | -23.48% | -11.40%-12.1pp | 27.48%-51.0pp | -7.85%-15.6pp |
| Employer contribution / active EE | $1,113 | $2,747-59.5% | $3,636-69.4% | $2,597-57.1% |
| Participant deferral / active EE | $2,777 | $3,565-22.1% | $4,729-41.3% | $4,028-31.0% |
| Admin fee / account holder | $193 | $5,232-96.3% | $6,412-97.0% | $5,404-96.4% |