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 | $16,136 | $180,466-91.1% | $154,114-89.5% | $135,382-88.1% |
| Participation rate | 55.6% | 87.4%-31.9pp | 83.0%-27.5pp | 82.6%-27.1pp |
| Annual return | -9.47% | 888.15%-897.6pp | 735.16%-744.6pp | 519.77%-529.2pp |
| Employer contribution / active EE | $2,055 | $6,035-66.0% | $5,298-61.2% | $4,779-57.0% |
| Participant deferral / active EE | $5,948 | $5,806+2.4% | $5,081+17.1% | $5,609+6.1% |
| Admin fee / account holder | $138 | $16,144-99.1% | $13,411-99.0% | $10,829-98.7% |