Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $2,689 | $88,778-97.0% | $81,844-96.7% | $145,884-98.2% |
| Participation rate | 47.8% | 75.1%-27.2pp | 72.4%-24.6pp | 80.3%-32.5pp |
| Annual return | 4.17% | 1033.03%-1028.9pp | 778.87%-774.7pp | 551.85%-547.7pp |
| Employer contribution / active EE | $773 | $3,087-74.9% | $2,916-73.5% | $4,662-83.4% |
| Participant deferral / active EE | $1,499 | $4,648-67.7% | $4,323-65.3% | $6,690-77.6% |
| Admin fee / account holder | $140 | $8,430-98.3% | $7,355-98.1% | $13,392-99.0% |