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 | $10,415 | $52,678-80.2% | $75,784-86.3% | $59,633-82.5% |
| Participation rate | 29.6% | 67.2%-37.6pp | 75.8%-46.2pp | 68.7%-39.0pp |
| Annual return | -4.33% | 2.95%-7.3pp | 9.68%-14.0pp | 2041.40%-2045.7pp |
| Employer contribution / active EE | $963 | $2,193-56.1% | $3,323-71.0% | $2,203-56.3% |
| Participant deferral / active EE | $1,161 | $2,591-55.2% | $3,652-68.2% | $3,192-63.6% |
| Admin fee / account holder | $160 | $3,610-95.6% | $5,300-97.0% | $4,297-96.3% |