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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,758 | $72,620-70.0% | $90,760-76.0% | $66,938-67.5% |
| Participation rate | 65.0% | 73.7%-8.6pp | 75.7%-10.6pp | 69.8%-4.8pp |
| Annual return | -19.18% | -12.28%-6.9pp | -12.16%-7.0pp | 1.58%-20.8pp |
| Employer contribution / active EE | $1,088 | $2,369-54.1% | $2,922-62.8% | $2,545-57.2% |
| Participant deferral / active EE | $2,928 | $3,979-26.4% | $4,565-35.9% | $4,238-30.9% |
| Admin fee / account holder | $13 | $707-98.2% | $8,444-99.8% | $594-97.8% |