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 | $5,457 | $40,264-86.4% | $57,349-90.5% | $59,633-90.8% |
| Participation rate | 69.0% | 69.2%-0.1pp | 75.1%-6.1pp | 68.7%+0.3pp |
| Annual return | -7.75% | 27.51%-35.3pp | 24.40%-32.2pp | 2041.40%-2049.1pp |
| Employer contribution / active EE | $1,061 | $1,922-44.8% | $2,689-60.5% | $2,203-51.8% |
| Participant deferral / active EE | $2,129 | $2,400-11.3% | $3,162-32.7% | $3,192-33.3% |
| Admin fee / account holder | $163 | $2,819-94.2% | $3,356-95.1% | $4,297-96.2% |