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 | $14,763 | $54,541-72.9% | $78,778-81.3% | $70,126-78.9% |
| Participation rate | 64.3% | 60.8%+3.5pp | 69.2%-4.9pp | 69.5%-5.3pp |
| Annual return | 11.89% | 21.07%-9.2pp | 35.62%-23.7pp | 73.15%-61.3pp |
| Employer contribution / active EE | $1,609 | $1,089+47.8% | $1,986-19.0% | $2,343-31.3% |
| Participant deferral / active EE | $2,151 | $2,210-2.7% | $2,958-27.3% | $3,332-35.4% |
| Admin fee / account holder | $173 | $3,709-95.3% | $5,134-96.6% | $4,645-96.3% |