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 | $3,270 | $75,832-95.7% | $147,617-97.8% | $59,633-94.5% |
| Participation rate | 52.3% | 71.6%-19.3pp | 84.6%-32.3pp | 68.7%-16.4pp |
| Annual return | -29.26% | 0.37%-29.6pp | 61.98%-91.2pp | 2041.45%-2070.7pp |
| Employer contribution / active EE | $727 | $3,485-79.1% | $5,564-86.9% | $2,203-67.0% |
| Participant deferral / active EE | $1,064 | $3,131-66.0% | $4,895-78.3% | $3,192-66.7% |
| Admin fee / account holder | $0 | $5,986-100.0% | $11,612-100.0% | $4,297-100.0% |