Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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.
Participant contribution per participant 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,799 | $51,223-80.9% | $82,763-88.2% | $66,949-85.4% |
| Participation rate | 28.7% | 67.9%-39.2pp | 72.6%-43.9pp | 69.8%-41.1pp |
| Annual return | -17.52% | -9.85%-7.7pp | 702.45%-720.0pp | 1.57%-19.1pp |
| Employer contribution / active EE | $432 | $2,611-83.4% | $3,008-85.6% | $2,545-83.0% |
| Participant deferral / active EE | $573 | $3,460-83.4% | $4,395-87.0% | $4,239-86.5% |
| Admin fee / account holder | $136 | $415-67.3% | $5,325-97.4% | $594-77.1% |