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 | $5,342 | $84,697-93.7% | $73,845-92.8% | $125,393-95.7% |
| Participation rate | 58.3% | 76.8%-18.4pp | 73.4%-15.1pp | 83.2%-24.9pp |
| Annual return | -22.40% | 3123.66%-3146.1pp | 2267.91%-2290.3pp | 282.23%-304.6pp |
| Employer contribution / active EE | $1,272 | $3,123-59.3% | $2,788-54.4% | $4,866-73.9% |
| Participant deferral / active EE | $1,887 | $3,993-52.7% | $3,583-47.3% | $5,351-64.7% |
| Admin fee / account holder | $0 | $5,692-100.0% | $4,881-100.0% | $9,541-100.0% |