Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $11,617 | $71,878-83.8% | $86,698-86.6% | $68,486-83.0% |
| Participation rate | 62.5% | 72.2%-9.7pp | 76.6%-14.1pp | 67.9%-5.4pp |
| Annual return | -20.66% | 3.53%-24.2pp | 35.95%-56.6pp | -7.85%-12.8pp |
| Employer contribution / active EE | $1,797 | $2,173-17.3% | $2,837-36.7% | $2,597-30.8% |
| Participant deferral / active EE | $3,349 | $3,779-11.4% | $4,656-28.1% | $4,028-16.9% |
| Admin fee / account holder | $14 | $6,113-99.8% | $7,493-99.8% | $5,404-99.7% |