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 | $16,638 | $127,386-86.9% | $115,037-85.5% | $125,388-86.7% |
| Participation rate | 42.9% | 84.2%-41.3pp | 81.4%-38.5pp | 83.2%-40.3pp |
| Annual return | -12.18% | 31.28%-43.5pp | 26.14%-38.3pp | 282.24%-294.4pp |
| Employer contribution / active EE | $1,168 | $5,166-77.4% | $4,608-74.7% | $4,866-76.0% |
| Participant deferral / active EE | $4,068 | $6,423-36.7% | $6,026-32.5% | $5,352-24.0% |
| Admin fee / account holder | $160 | $9,516-98.3% | $8,175-98.0% | $9,541-98.3% |