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 | $20,804 | $127,100-83.6% | $105,738-80.3% | $135,382-84.6% |
| Participation rate | 36.4% | 82.7%-46.3pp | 76.3%-40.0pp | 82.6%-46.3pp |
| Annual return | -8.83% | 4.49%-13.3pp | 6.27%-15.1pp | 519.77%-528.6pp |
| Employer contribution / active EE | $982 | $4,107-76.1% | $3,268-70.0% | $4,779-79.5% |
| Participant deferral / active EE | $2,349 | $5,064-53.6% | $4,080-42.4% | $5,609-58.1% |
| Admin fee / account holder | $0 | $9,087-100.0% | $6,913-100.0% | $10,829-100.0% |