Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $4,634 | $92,219-95.0% | $76,768-94.0% | $135,379-96.6% |
| Participation rate | 54.5% | 79.8%-25.2pp | 77.0%-22.4pp | 82.6%-28.1pp |
| Annual return | -75.96% | 5.46%-81.4pp | 2.43%-78.4pp | 519.79%-595.8pp |
| Employer contribution / active EE | $1,009 | $3,216-68.6% | $2,485-59.4% | $4,779-78.9% |
| Participant deferral / active EE | $1,430 | $4,508-68.3% | $3,852-62.9% | $5,609-74.5% |
| Admin fee / account holder | $58 | $10,749-99.5% | $6,675-99.1% | $10,828-99.5% |