Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $9,606 | $95,915-90.0% | $79,580-87.9% | $134,532-92.9% |
| Participation rate | 61.9% | 75.0%-13.1pp | 69.5%-7.6pp | 81.2%-19.3pp |
| Annual return | -26.53% | -2.71%-23.8pp | 0.15%-26.7pp | 418.27%-444.8pp |
| Employer contribution / active EE | $2,844 | $3,129-9.1% | $2,413+17.9% | $4,741-40.0% |
| Participant deferral / active EE | $5,985 | $4,693+27.5% | $3,985+50.2% | $6,401-6.5% |
| Admin fee / account holder | $110 | $9,132-98.8% | $6,835-98.4% | $11,429-99.0% |