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 | $11,295 | $101,653-88.9% | $147,080-92.3% | $74,459-84.8% |
| Participation rate | 0.0% | 75.6%-75.6pp | 82.2%-82.2pp | 67.2%-67.2pp |
| Annual return | 7.72% | 8754.98%-8747.3pp | 420.17%-412.5pp | 1369.70%-1362.0pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,933-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $0 | $7,304-100.0% | $8,066-100.0% | $4,350-100.0% |
| Admin fee / account holder | $156 | $1,752-91.1% | $12,989-98.8% | $1,945-92.0% |