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 | $15,717 | $97,881-83.9% | $80,004-80.4% | $125,393-87.5% |
| Participation rate | 57.9% | 77.9%-20.0pp | 73.0%-15.1pp | 83.2%-25.3pp |
| Annual return | -6.36% | 9.36%-15.7pp | 7.63%-14.0pp | 282.23%-288.6pp |
| Employer contribution / active EE | $1,590 | $3,128-49.1% | $2,473-35.7% | $4,866-67.3% |
| Participant deferral / active EE | $2,442 | $3,744-34.8% | $3,204-23.8% | $5,351-54.4% |
| Admin fee / account holder | $191 | $6,278-97.0% | $5,033-96.2% | $9,541-98.0% |