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 | $11,675 | $57,352-79.6% | $83,830-86.1% | $64,173-81.8% |
| Participation rate | 61.8% | 68.6%-6.8pp | 76.1%-14.4pp | 69.6%-7.8pp |
| Annual return | -12.94% | 11.38%-24.3pp | 850.97%-863.9pp | 7.63%-20.6pp |
| Employer contribution / active EE | $1,129 | $2,546-55.6% | $3,631-68.9% | $2,381-52.6% |
| Participant deferral / active EE | $1,904 | $2,993-36.4% | $4,082-53.4% | $3,470-45.1% |
| Admin fee / account holder | $173 | $4,046-95.7% | $5,479-96.9% | $4,887-96.5% |