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 | $5,127 | $54,370-90.6% | $82,763-93.8% | $68,490-92.5% |
| Participation rate | 41.4% | 63.9%-22.5pp | 72.6%-31.2pp | 67.9%-26.5pp |
| Annual return | -28.27% | -13.67%-14.6pp | 702.45%-730.7pp | -7.85%-20.4pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,110 | $3,247-35.0% | $4,395-52.0% | $4,028-47.6% |
| Admin fee / account holder | $142 | $4,398-96.8% | $5,325-97.3% | $5,403-97.4% |