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 | $11,353 | $71,480-84.1% | $90,782-87.5% | $64,181-82.3% |
| Participation rate | 35.7% | 77.6%-41.9pp | 82.7%-46.9pp | 69.6%-33.9pp |
| Annual return | -39.11% | -4.25%-34.9pp | -3.42%-35.7pp | 7.63%-46.7pp |
| Employer contribution / active EE | $1,472 | $3,415-56.9% | $4,105-64.2% | $2,381-38.2% |
| Participant deferral / active EE | $3,118 | $4,302-27.5% | $5,366-41.9% | $3,470-10.1% |
| Admin fee / account holder | $134 | $6,309-97.9% | $5,908-97.7% | $4,887-97.3% |