Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $10,221 | $82,678-87.6% | $125,391-91.8% | $68,490-85.1% |
| Participation rate | 68.0% | 75.1%-7.1pp | 82.4%-14.4pp | 67.9%+0.1pp |
| Annual return | -30.80% | -5.97%-24.8pp | 572.41%-603.2pp | -7.85%-23.0pp |
| Employer contribution / active EE | $1,696 | $3,382-49.8% | $4,816-64.8% | $2,597-34.7% |
| Participant deferral / active EE | $4,899 | $6,111-19.8% | $7,448-34.2% | $4,028+21.6% |
| Admin fee / account holder | $72 | $6,277-98.9% | $10,009-99.3% | $5,403-98.7% |