Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $18,074 | $167,362-89.2% | $143,799-87.4% | $134,532-86.6% |
| Participation rate | 60.0% | 84.8%-24.8pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -28.56% | 0.47%-29.0pp | -0.04%-28.5pp | 418.27%-446.8pp |
| Employer contribution / active EE | $1,779 | $5,620-68.3% | $4,952-64.1% | $4,741-62.5% |
| Participant deferral / active EE | $4,475 | $6,447-30.6% | $5,638-20.6% | $6,401-30.1% |
| Admin fee / account holder | $12 | $18,094-99.9% | $14,677-99.9% | $11,429-99.9% |