Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $11,002 | $97,020-88.7% | $83,322-86.8% | $135,379-91.9% |
| Participation rate | 47.1% | 80.4%-33.4pp | 77.8%-30.7pp | 82.6%-35.6pp |
| Annual return | -26.03% | 12.31%-38.3pp | 10.64%-36.7pp | 519.79%-545.8pp |
| Employer contribution / active EE | $0 | $4,144-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,387 | $5,964-26.4% | $5,565-21.2% | $5,609-21.8% |
| Admin fee / account holder | $0 | $8,426-100.0% | $7,540-100.0% | $10,828-100.0% |