Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $7,556 | $183,592-95.9% | $155,567-95.1% | $145,959-94.8% |
| Participation rate | 57.1% | 82.7%-25.5pp | 78.2%-21.1pp | 80.3%-23.1pp |
| Annual return | -100.00% | 61.24%-161.2pp | 64.74%-164.7pp | 561.95%-661.9pp |
| Employer contribution / active EE | $1,469 | $5,315-72.4% | $4,674-68.6% | $4,661-68.5% |
| Participant deferral / active EE | $2,849 | $6,464-55.9% | $5,628-49.4% | $6,689-57.4% |
| Admin fee / account holder | $223 | $19,318-98.8% | $15,916-98.6% | $13,398-98.3% |