Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $8,310 | $42,383-80.4% | $76,523-89.1% | $64,181-87.1% |
| Participation rate | 26.3% | 58.1%-31.8pp | 68.0%-41.7pp | 69.6%-43.3pp |
| Annual return | -13.82% | -16.54%+2.7pp | -0.27%-13.5pp | 7.63%-21.4pp |
| Employer contribution / active EE | $307 | $1,563-80.3% | $2,647-88.4% | $2,381-87.1% |
| Participant deferral / active EE | $837 | $2,566-67.4% | $3,835-78.2% | $3,470-75.9% |
| Admin fee / account holder | $0 | $3,198-100.0% | $4,848-100.0% | $4,887-100.0% |