Filed January 22, 2025
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $11,546 | $167,362-93.1% | $143,799-92.0% | $134,532-91.4% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -44.82% | 0.47%-45.3pp | -0.04%-44.8pp | 418.27%-463.1pp |
| Employer contribution / active EE | $1,688 | $5,620-70.0% | $4,952-65.9% | $4,741-64.4% |
| Participant deferral / active EE | $6,547 | $6,447+1.5% | $5,638+16.1% | $6,401+2.3% |
| Admin fee / account holder | $5 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |