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 | $5,798 | $75,962-92.4% | $154,108-96.2% | $64,173-91.0% |
| Participation rate | 38.2% | 70.4%-32.2pp | 83.0%-44.8pp | 69.6%-31.3pp |
| Annual return | -10.68% | 30.32%-41.0pp | 735.21%-745.9pp | 7.63%-18.3pp |
| Employer contribution / active EE | $564 | $3,350-83.2% | $5,298-89.4% | $2,381-76.3% |
| Participant deferral / active EE | $1,112 | $3,175-65.0% | $5,081-78.1% | $3,470-68.0% |
| Admin fee / account holder | $156 | $5,589-97.2% | $13,411-98.8% | $4,887-96.8% |