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 | $10,468 | $109,411-90.4% | $89,435-88.3% | $158,982-93.4% |
| Participation rate | 10.0% | 74.3%-64.3pp | 68.0%-58.0pp | 82.0%-72.0pp |
| Annual return | -1.56% | 345.68%-347.2pp | 245.55%-247.1pp | 302.99%-304.5pp |
| Employer contribution / active EE | $0 | $3,173-100.0% | $2,587-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $4,600-100.0% | $3,890-100.0% | $5,983-100.0% |
| Admin fee / account holder | $87 | $6,159-98.6% | $4,884-98.2% | $11,252-99.2% |