Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $13,626 | $97,732-86.1% | $83,831-83.7% | $135,380-89.9% |
| Participation rate | 45.5% | 80.0%-34.5pp | 76.1%-30.7pp | 82.6%-37.2pp |
| Annual return | -20.43% | 1287.56%-1308.0pp | 850.99%-871.4pp | 519.81%-540.2pp |
| Employer contribution / active EE | $1,410 | $4,222-66.6% | $3,631-61.2% | $4,779-70.5% |
| Participant deferral / active EE | $2,854 | $4,683-39.0% | $4,082-30.1% | $5,609-49.1% |
| Admin fee / account holder | $48 | $6,675-99.3% | $5,479-99.1% | $10,828-99.6% |