Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $13,769 | $138,102-90.0% | $125,381-89.0% | $134,532-89.8% |
| Participation rate | 52.2% | 84.5%-32.3pp | 82.4%-30.2pp | 81.2%-29.1pp |
| Annual return | -22.44% | 750.73%-773.2pp | 572.31%-594.7pp | 418.27%-440.7pp |
| Employer contribution / active EE | $1,839 | $5,245-64.9% | $4,815-61.8% | $4,741-61.2% |
| Participant deferral / active EE | $4,776 | $7,801-38.8% | $7,448-35.9% | $6,401-25.4% |
| Admin fee / account holder | $30 | $11,568-99.7% | $10,007-99.7% | $11,429-99.7% |