Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $9,671 | $180,459-94.6% | $154,108-93.7% | $135,380-92.9% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -31.44% | 888.21%-919.7pp | 735.21%-766.6pp | 519.81%-551.2pp |
| Employer contribution / active EE | $1,379 | $6,035-77.1% | $5,298-74.0% | $4,779-71.1% |
| Participant deferral / active EE | $4,058 | $5,806-30.1% | $5,081-20.1% | $5,609-27.6% |
| Admin fee / account holder | $46 | $16,145-99.7% | $13,411-99.7% | $10,828-99.6% |