Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $15,553 | $52,519-70.4% | $155,789-90.0% | $59,633-73.9% |
| Participation rate | 68.0% | 61.7%+6.3pp | 76.1%-8.1pp | 68.7%-0.7pp |
| Annual return | -35.40% | 53.51%-88.9pp | 71.54%-106.9pp | 2041.45%-2076.9pp |
| Employer contribution / active EE | $2,432 | $1,589+53.1% | $3,839-36.6% | $2,203+10.4% |
| Participant deferral / active EE | $1,384 | $3,084-55.1% | $4,798-71.2% | $3,192-56.6% |
| Admin fee / account holder | $0 | $3,540-100.0% | $7,477-100.0% | $4,297-100.0% |