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 | $8,117 | $56,484-85.6% | $169,452-95.2% | $64,181-87.4% |
| Participation rate | 45.0% | 64.5%-19.5pp | 77.8%-32.8pp | 69.6%-24.6pp |
| Annual return | -11.73% | -1.55%-10.2pp | 1.83%-13.6pp | 7.63%-19.4pp |
| Employer contribution / active EE | $672 | $1,832-63.3% | $4,157-83.8% | $2,381-71.8% |
| Participant deferral / active EE | $1,346 | $3,448-61.0% | $5,277-74.5% | $3,470-61.2% |
| Admin fee / account holder | $57 | $4,174-98.6% | $9,110-99.4% | $4,887-98.8% |