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 | $9,212 | $68,681-86.6% | $86,615-89.4% | $85,847-89.3% |
| Participation rate | 45.5% | 66.4%-20.9pp | 71.6%-26.2pp | 69.3%-23.9pp |
| Annual return | 0.00% | 20.12%-20.1pp | 63.51%-63.5pp | 318.61%-318.6pp |
| Employer contribution / active EE | $0 | $1,880-100.0% | $2,496-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $3,699-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $5,974-100.0% | $5,830-100.0% | $6,261-100.0% |