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 | $1,809 | $32,117-94.4% | $71,086-97.5% | $64,181-97.2% |
| Participation rate | 45.2% | 42.7%+2.5pp | 54.7%-9.5pp | 69.6%-24.4pp |
| Annual return | -11.38% | -5.57%-5.8pp | 650.59%-662.0pp | 7.63%-19.0pp |
| Employer contribution / active EE | $148 | $712-79.3% | $1,088-86.4% | $2,381-93.8% |
| Participant deferral / active EE | $707 | $1,263-44.1% | $1,874-62.3% | $3,470-79.6% |
| Admin fee / account holder | $166 | $2,759-94.0% | $3,082-94.6% | $4,887-96.6% |