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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $352 | $210,698-99.8% | $178,014-99.8% | $145,959-99.8% |
| Participation rate | 11.1% | 80.8%-69.7pp | 77.1%-66.0pp | 80.3%-69.2pp |
| Annual return | -13.09% | 386.27%-399.4pp | 294.80%-307.9pp | 561.95%-575.0pp |
| Employer contribution / active EE | $0 | $4,567-100.0% | $3,950-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,276-100.0% | $6,689-100.0% |
| Admin fee / account holder | $45 | $12,016-99.6% | $10,362-99.6% | $13,398-99.7% |