Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $1,245 | $85,196-98.5% | $76,383-98.4% | $145,897-99.1% |
| Participation rate | 41.7% | 82.9%-41.3pp | 79.3%-37.6pp | 80.3%-38.6pp |
| Annual return | 5.84% | 13.13%-7.3pp | 13.79%-8.0pp | 552.29%-546.5pp |
| Employer contribution / active EE | $0 | $5,268-100.0% | $4,587-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $6,386-100.0% | $5,474-100.0% | $6,689-100.0% |
| Admin fee / account holder | $30 | $5,786-99.5% | $5,147-99.4% | $13,390-99.8% |