Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $10,180 | $138,114-92.6% | $125,391-91.9% | $134,545-92.4% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -42.92% | 750.88%-793.8pp | 572.41%-615.3pp | 418.37%-461.3pp |
| Employer contribution / active EE | $2,027 | $5,246-61.4% | $4,816-57.9% | $4,742-57.2% |
| Participant deferral / active EE | $4,405 | $7,801-43.5% | $7,448-40.9% | $6,401-31.2% |
| Admin fee / account holder | $135 | $11,570-98.8% | $10,009-98.7% | $11,431-98.8% |