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 | $12,238 | $75,962-83.9% | $154,108-92.1% | $64,173-80.9% |
| Participation rate | 30.6% | 70.4%-39.9pp | 83.0%-52.5pp | 69.6%-39.0pp |
| Annual return | -11.73% | 30.32%-42.0pp | 735.21%-746.9pp | 7.63%-19.4pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,215 | $3,175-61.7% | $5,081-76.1% | $3,470-65.0% |
| Admin fee / account holder | $74 | $5,589-98.7% | $13,411-99.4% | $4,887-98.5% |