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 | $11,041 | $45,566-75.8% | $64,105-82.8% | $59,633-81.5% |
| Participation rate | 50.0% | 60.2%-10.2pp | 68.2%-18.2pp | 68.7%-18.7pp |
| Annual return | -4.37% | 4.95%-9.3pp | 791.24%-795.6pp | 2041.45%-2045.8pp |
| Employer contribution / active EE | $1,701 | $934+82.1% | $1,820-6.6% | $2,203-22.8% |
| Participant deferral / active EE | $3,979 | $2,057+93.5% | $2,822+41.0% | $3,192+24.7% |
| Admin fee / account holder | $113 | $3,268-96.5% | $4,499-97.5% | $4,297-97.4% |