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 | $19,995 | $113,941-82.5% | $94,229-78.8% | $125,389-84.1% |
| Participation rate | 50.0% | 82.9%-32.9pp | 78.8%-28.8pp | 83.2%-33.2pp |
| Annual return | -4.24% | 5.29%-9.5pp | 10.68%-14.9pp | 282.24%-286.5pp |
| Employer contribution / active EE | $1,470 | $4,727-68.9% | $3,587-59.0% | $4,866-69.8% |
| Participant deferral / active EE | $2,450 | $5,179-52.7% | $4,320-43.3% | $5,352-54.2% |
| Admin fee / account holder | $0 | $8,392-100.0% | $6,269-100.0% | $9,541-100.0% |