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 | $3,191 | $84,684-96.2% | $73,835-95.7% | $125,388-97.5% |
| Participation rate | 25.0% | 76.8%-51.8pp | 73.4%-48.4pp | 83.2%-58.2pp |
| Annual return | -16.17% | 3123.93%-3140.1pp | 2268.13%-2284.3pp | 282.24%-298.4pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,788-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,022 | $3,993-74.4% | $3,583-71.5% | $5,352-80.9% |
| Admin fee / account holder | $0 | $5,691-100.0% | $4,880-100.0% | $9,541-100.0% |